CHERRY TREE WEALTH MANAGEMENT, LLC
CRD #151406 SEC #801-70554 MINNETONKA, MN 952-893-9012
SEC Registered
Total AUM
$593.3M
Discretionary
$567.1M
Employees
12
Clients
251
Accounts
1,042
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $593.3M | $567.1M | $26.2M | 12 | 0 |
| Jul 2024 | $553.9M | $530.8M | $23.1M | 11 | 0 |
| Mar 2024 | $553.9M | $530.8M | $23.1M | 11 | 0 |
| Mar 2023 | $484.9M | $456.2M | $28.6M | 11 | 0 |
| Mar 2022 | $475.8M | $439.3M | $36.5M | 12 | 0 |
| Mar 2021 | $421M | $389.9M | $31.1M | 11 | 0 |
| Jun 2020 | $394.2M | $360.4M | $33.8M | 11 | 0 |
| Mar 2020 | $394.2M | $360.4M | $33.8M | 11 | 0 |
| May 2019 | $343.3M | $313.2M | $30.1M | 11 | 0 |
| Mar 2019 | $343.3M | $313.2M | $30.1M | 11 | 0 |
| Apr 2018 | $350.2M | $316.7M | $33.5M | 10 | 0 |
| Mar 2018 | $350.2M | $316.7M | $33.5M | 10 | 0 |
| Jun 2017 | $313.3M | $268.6M | $44.6M | 12 | 200 |
| Mar 2017 | $313.3M | $268.6M | $44.6M | 12 | 200 |
| Mar 2016 | $271.2M | $227.5M | $43.7M | 12 | 200 |
| Mar 2015 | $287.5M | $241.9M | $45.6M | 14 | 200 |
| Mar 2014 | $279.2M | $248.6M | $30.6M | 14 | 200 |
| Nov 2013 | $229.2M | $207.3M | $21.9M | 16 | 200 |
| Mar 2013 | $192.6M | $170.7M | $21.9M | 14 | 200 |
| Jan 2013 | $164.1M | $147.3M | $16.8M | 14 | 129 |
| Jan 2012 | $164.1M | $147.3M | $16.8M | 6 | 129 |
| Feb 2011 | $18.2M | $18.2M | $0 | 10 | -- |
| Nov 2010 | $120M | $120M | $0 | -- | -- |
DateMar 2025
Total AUM$593.3M
Discretionary$567.1M
Non-Disc.$26.2M
Employees12
Clients0
DateJul 2024
Total AUM$553.9M
Discretionary$530.8M
Non-Disc.$23.1M
Employees11
Clients0
DateMar 2024
Total AUM$553.9M
Discretionary$530.8M
Non-Disc.$23.1M
Employees11
Clients0
DateMar 2023
Total AUM$484.9M
Discretionary$456.2M
Non-Disc.$28.6M
Employees11
Clients0
DateMar 2022
Total AUM$475.8M
Discretionary$439.3M
Non-Disc.$36.5M
Employees12
Clients0
DateMar 2021
Total AUM$421M
Discretionary$389.9M
Non-Disc.$31.1M
Employees11
Clients0
DateJun 2020
Total AUM$394.2M
Discretionary$360.4M
Non-Disc.$33.8M
Employees11
Clients0
DateMar 2020
Total AUM$394.2M
Discretionary$360.4M
Non-Disc.$33.8M
Employees11
Clients0
DateMay 2019
Total AUM$343.3M
Discretionary$313.2M
Non-Disc.$30.1M
Employees11
Clients0
DateMar 2019
Total AUM$343.3M
Discretionary$313.2M
Non-Disc.$30.1M
Employees11
Clients0
DateApr 2018
Total AUM$350.2M
Discretionary$316.7M
Non-Disc.$33.5M
Employees10
Clients0
DateMar 2018
Total AUM$350.2M
Discretionary$316.7M
Non-Disc.$33.5M
Employees10
Clients0
DateJun 2017
Total AUM$313.3M
Discretionary$268.6M
Non-Disc.$44.6M
Employees12
Clients200
DateMar 2017
Total AUM$313.3M
Discretionary$268.6M
Non-Disc.$44.6M
Employees12
Clients200
DateMar 2016
Total AUM$271.2M
Discretionary$227.5M
Non-Disc.$43.7M
Employees12
Clients200
DateMar 2015
Total AUM$287.5M
Discretionary$241.9M
Non-Disc.$45.6M
Employees14
Clients200
DateMar 2014
Total AUM$279.2M
Discretionary$248.6M
Non-Disc.$30.6M
Employees14
Clients200
DateNov 2013
Total AUM$229.2M
Discretionary$207.3M
Non-Disc.$21.9M
Employees16
Clients200
DateMar 2013
Total AUM$192.6M
Discretionary$170.7M
Non-Disc.$21.9M
Employees14
Clients200
DateJan 2013
Total AUM$164.1M
Discretionary$147.3M
Non-Disc.$16.8M
Employees14
Clients129
DateJan 2012
Total AUM$164.1M
Discretionary$147.3M
Non-Disc.$16.8M
Employees6
Clients129
DateFeb 2011
Total AUM$18.2M
Discretionary$18.2M
Non-Disc.$0
Employees10
Clients--
DateNov 2010
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees--
Clients--