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Managing Member, Chief Compliance Officer & Chief Executive Officer · Treehouse Wealth Advisors

Julie T. Meissner

CRD 3020668 · Named on Form ADV at one SEC-registered adviser

At a glance

Treehouse Wealth Advisors, an SEC-registered wealth manager based in Walnut Creek, CA with $597 million in regulatory assets, lists Julie T. Meissner on its Form ADV as Managing Member, Chief Compliance Officer & Chief Executive Officer, a control person.

Firms and roles

  • Treehouse Wealth AdvisorsManaging Member, Chief Compliance Officer & Chief Executive OfficerWealth manager · Walnut Creek, CA · $597M in regulatory assets

AtlasMembers

Julie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.