Giving Tree Wealth Advisors is an SEC registered investment adviser organized as a partnership with a primary office location in San Ramon, CA. Its latest Form ADV filing, dated August 26, 2026, reports $138M in regulatory assets under management, 2 employees, and 225 accounts.
Assets Under Management
$138M
Employees
2
Offices
--
Total Clients
225
Primary office
SAN RAMON, CA
2603 CAMINO RAMON 200, SAN RAMON, CA, United States
Top client segmentIndividuals represent 75.6% of total clients.
Top client categories% of clientsClients
1
Individuals
75.6%
170
2
HNWI
20.9%
47
3
Pension Plans
3.6%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$138Mas of August 26, 2026
Discretionary100.0%
$138M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$138M
Total Accounts225
10Y AUM Change—
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee113:1
10Y Employee Change—
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.