Giving Tree Wealth Advisors

Overview

Giving Tree Wealth Advisors is an independent registered investment adviser organized as a partnership that acts as a capital allocator for individual, family and institutional clients. The firm provides fee-based financial planning and portfolio management across individual, small-business and institutional relationships, and it also offers pension consulting and the selection of external advisers. Its revenue model combines a percentage-of-AUM fee with hourly charges, and the firm is also licensed to operate as an insurance broker. The adviser indicated SEC registration in 2026 and is structured with a mix of domestic-entity and individual ownership. It does not identify as an active ESG investor and is not reported as a multi-state adviser. The practice frequently deploys third-party managers and external funds rather than relying solely on in-house strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives