Treetop Wealth Management, LLC is an adviser based in Northfield. It manages $17 million of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Illinois.
Treetop Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Treetop Wealth Management, LLC is $17 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Treetop Wealth Management, LLC for their services and products based on a percentage of assets under management, commissions, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Treetop Wealth Management, LLC performs its advisory services is located at One Northfield Plaza, Northfield, IL 60093, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-386-6707 or by fax 847-386-6706. The normal business hours are by appointment only on Monday - Friday.