| Name | Title | Ownership | Since |
|---|---|---|---|
| David John Pedley Control | Member | 25-50% | 2010 |
| Kevin Michael Yeoman Control | Member/Chief Compliance Officer | 25-50% | 2010 |
| Patrick Ryan Nord Control | Managing Member | 25-50% | 2010 |
Treetop Wealth Management, LLC reports $210 million in regulatory assets under management on its Form ADV.
Treetop Wealth Management, LLC reports 3 employees.
Treetop Wealth Management, LLC is based in Northfield, IL and has been SEC-registered since 2021.
Treetop Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | One Northfield Plaza, Suite 106, Northfield, IL 60093 |
| Phone | 847-386-6707 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $210M |
| Non-discretionary | $0 |
| Total (RAUM) | $210M |