| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Smith Companies, LLC Control | Managing Member | Over 75% | 2009 |
| Anton Joseph Christianson Control | Chairman | Under 5% | 2009 |
| Conner Gregory Kolodge Control | Investment Advisor And President | Under 5% | 2021 |
Cherry Tree Wealth Management, LLC reports $593.3 million in regulatory assets under management on its Form ADV.
Cherry Tree Wealth Management, LLC reports 12 employees.
Cherry Tree Wealth Management, LLC is based in Minnetonka, MN and has been SEC-registered since 2009.
Cherry Tree Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 301 Carlson Parkway, Suite 103, Minnetonka, MN 55305 |
| Phone | 952-893-9012 |
| Fax | 952-893-9036 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1985414 |
| Discloses disciplinary history | No |
| Discretionary | $567.1M |
| Non-discretionary | $26.2M |
| Total (RAUM) | $593.3M |