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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Treehouse Wealth Advisors financial advisors in California

Every SEC-registered investment adviser representative at a Treehouse Wealth Advisors office in California, by city and A to Z.

The short answer

3 registered advisors work at Treehouse Wealth Advisors in California, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Walnut Creek (3). 2 list the CFP designation and 0 are also registered broker representatives.

Treehouse Wealth Advisors advisors by city in California

Every firm in California →

Walnut Creek 3

Treehouse Wealth Advisors advisors in California, A to Z

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Questions

How many Treehouse Wealth Advisors financial advisors are in California?

3 investment adviser representatives are registered at Treehouse Wealth Advisors offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Treehouse Wealth Advisors have the most advisors?

Walnut Creek, with 3. Treehouse Wealth Advisors has advisors in 1 city in California.

How do I check a Treehouse Wealth Advisors advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Treehouse Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.