Giving Tree Wealth Advisors

RIASEC Registered

Total AUM

$138M

Discretionary

$138M

100% of AUM

Avg account

$613K

Accounts

225

Employees

Advisory reps

Firm details

Headquarters: San Ramon, California
CRD number: 312361
Website: www.givingtreewealth.com
Custodians: AXOS ADVISORS SERVICES, SEI INVESTMENTS DISTRIBUTION CO., AMERICAN FUNDS & TRUSTS INCORPORATED
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI61.79%
Individuals35.31%
Pension & Profit Sharing Plans2.9%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Giving Tree Wealth Advisors is an independent RIA organized as a partnership that serves both individual/family and institutional clients. The firm operates as a capital allocator, selecting third‑party managers alongside running portfolio management and financial planning services. Its advisory scope spans individual and small business portfolios, institutional/business accounts, pension consulting, and the selection of outside advisers. Giving Tree also acts as an insurance broker and charges clients primarily by a percentage of assets under management, with hourly billing used for some engagements. The firm does not identify as an active ESG investor.