Treehouse Financial, Inc

Overview

Treehouse Financial, Inc. is an independent, privately owned registered investment adviser operating as a corporation. The firm serves individual and family clients and combines traditional advisory work—financial planning and portfolio management for individuals and small businesses—with insurance brokerage activity. Its fee model includes both a percentage-of-assets component and fixed fees. The firm does not present itself as a multi-state adviser or a pension consultant, and it is not identified as an active ESG investor or a capital allocator. The business appears oriented toward wealth management and insurance solutions rather than institutional or alternative-asset advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives