Key facts
- TREEHOUSE WEALTH ADVISORS is a other based in WALNUT CREEK, CA.
- TREEHOUSE WEALTH ADVISORS reports $6.2M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 292016- Regulatory AUM
- $6.2M
- Private fund assets
- —
- Private funds
- —
- Staff
- 10
- Registered office
- WALNUT CREEK, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as GARRISON POINT ADVISORS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for TREEHOUSE WEALTH ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is TREEHOUSE WEALTH ADVISORS's AUM?
- TREEHOUSE WEALTH ADVISORS manages approximately $6.2M in assets.