WALNUT CREEK, CACRD 292016Latest ADV April 27, 2026
Treehouse Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Walnut Creek, CA. Its latest Form ADV filing, dated April 27, 2026, reports $597M in regulatory assets under management, 10 employees, 1 office, and 761 accounts.
Assets Under Management
$597M
Employees
10
Offices
1 office
Total Clients
290
Primary office
WALNUT CREEK, CA
1600 S MAIN ST., SUITE 195, WALNUT CREEK, CA, United States
Top client segmentIndividuals represent 46.2% of total clients.
Top client categories% of clientsClients
1
Individuals
46.2%
134
2
HNWI
45.9%
133
3
Charitable
6.6%
19
4
Corporations
1.0%
3
5
Pension Plans
0.3%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$597Mas of April 27, 2026
Discretionary97.3%
$581M
97% of total RAUM97.3%
Non-discretionary2.7%
$16M
3% of total RAUM2.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$597M
Total Accounts761
10Y AUM Change+$597M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee29:1
10Y Employee Change+7 (+233.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.