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

Clients

251

Accounts

1,042

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 28, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BORTNEM, JANE, MARIE	I	TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER	NA
BORTNEM, JANE, MARIE	I	TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER OF ALL ENTITIES	NA
BORTNEM, JANE, MARIE	I	TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER	NA	Control
BORTNEM, JANE, MARIE	I	CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER	NA	Control
BORTNEM, JANE, MARIE	I	TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER	NA	Control
BORTNEM, JANE, MARIE	I	TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER	NA	Control
BORTNEM, JANE, MARIE	I	TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER	NA	Control
BORTNEM, JANE, MARIE	I	CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER	NA	Control
BORTNEM, JANE, MARIE	I	CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER	NA	Control
BORTNEM, JANE, MARIE	I	CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER	NA	Control
BORTNEM, JANE, MARIE	I	CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER	NA	Control
BORTNEM, JANE, MARIE	I	CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER	NA	Control
BORTNEM, JANE, MARIE	I	CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER	NA	Control
BORTNEM, JANE, MARIE	I	CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER	NA	Control
BORTNEM, JANE, MARIE	I	CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER	NA	Control
BORTNEM, JANE, MARIE	I	CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER	NA	Control
BORTNEM, JANE, MARIE	I	CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER	NA	Control
BORTNEM, JANE, MARIE	I	CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER	NA	Control
BORTNEM, JANE, MARIE	I	CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER	NA	Control
BORTNEM, JANE, MARIE	I	CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER	NA	Control
BORTNEM, JANE, MARIE	I	CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER	NA	Control
BORTNEM, JANE, MARIE	I	CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER	NA	Control
BORTNEM, JANE, MARIE	I	CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER	NA	Control
CHRISTIANSON, ANTON, JOSEPH	I	CHAIRMAN	NA	Control
CHRISTIANSON, ANTON, JOSEPH	I	CHAIRMAN OF ALL ENTITIES; PRESIDENT OF ADAM SMITH MANAGEMENT	NA	Control
CHRISTIANSON, ANTON, JOSEPH	I	CHAIRMAN	NA	Control
CHRISTIANSON, ANTON, JOSEPH	I	CHAIRMAN	NA	Control
CHRISTIANSON, ANTON, JOSEPH	I	CHAIRMAN	NA	Control
CHRISTIANSON, ANTON, JOSEPH	I	CHAIRMAN	NA	Control
CHRISTIANSON, ANTON, JOSEPH	I	CHAIRMAN	NA	Control
CHRISTIANSON, ANTON, JOSEPH	I	CHAIRMAN	NA	Control
CHRISTIANSON, ANTON, JOSEPH	I	CHAIRMAN	NA	Control
CHRISTIANSON, ANTON, JOSEPH	I	CHAIRMAN	NA	Control
CHRISTIANSON, ANTON, JOSEPH	I	CHAIRMAN	NA	Control
CHRISTIANSON, ANTON, JOSEPH	I	CHAIRMAN	NA	Control
CHRISTIANSON, ANTON, JOSEPH	I	CHAIRMAN	NA	Control
CHRISTIANSON, ANTON, JOSEPH	I	CHAIRMAN	NA	Control
CHRISTIANSON, ANTON, JOSEPH	I	CHAIRMAN	NA	Control
CHRISTIANSON, ANTON, JOSEPH	I	CHAIRMAN	NA	Control
CHRISTIANSON, ANTON, JOSEPH	I	CHAIRMAN	NA	Control
CHRISTIANSON, ANTON, JOSEPH	I	CHAIRMAN	NA	Control
CHRISTIANSON, ANTON, JOSEPH	I	CHAIRMAN	NA	Control
CHRISTIANSON, ANTON, JOSEPH	I	CHAIRMAN	NA	Control
CHRISTIANSON, ANTON, JOSEPH	I	CHAIRMAN	NA	Control
CHRISTIANSON, ANTON, JOSEPH	I	CHAIRMAN	NA	Control
CHRISTIANSON, ANTON, JOSEPH	I	CHAIRMAN	NA	Control
GEARTY, THOMAS, MICHAEL	I	MEMBER OF TRUSTED FINANCIAL PARTNERS	NA
KOLODGE, CONNER, GREGORY	I	INVESTMENT ADVISOR	NA
KOLODGE, CONNER, GREGORY	I	INVESTMENT ADVISOR	NA
KOLODGE, CONNER, GREGORY	I	INVESTMENT ADVISOR	NA
KOLODGE, CONNER, GREGORY	I	INVESTMENT ADVISOR	NA
KOLODGE, CONNER, GREGORY	I	INVESTMENT ADVISOR	NA
KOLODGE, CONNER, GREGORY	I	INVESTMENT ADVISOR AND PRESIDENT	NA	Control
O'CONNOR, JOHN, CHARLES	I	INVESTMENT ADVISOR	NA
O'CONNOR, JOHN, CHARLES	I	INVESTMENT ADVISOR	NA
O'CONNOR, JOHN, CHARLES	I	INVESTMENT ADVISOR	NA
O'CONNOR, JOHN, CHARLES	I	CHIEF INVESTMENT OFFICER AND INVESTMENT ADVISOR	NA
O'CONNOR, JOHN, CHARLES	I	CHIEF INVESTMENT OFFICER AND INVESTMENT ADVISOR	NA
O'CONNOR, JOHN, CHARLES	I	CHIEF INVESTMENT OFFICER AND INVESTMENT ADVISOR	NA
O'CONNOR, KEVIN, JAMES	I	VICE CHAIRMAN	NA
O'CONNOR, KEVIN, JAMES	I	VICE CHAIRMAN	NA	Control
O'CONNOR, KEVIN, JAMES	I	VICE CHAIRMAN	NA	Control
O'CONNOR, KEVIN, JAMES	I	VICE CHAIRMAN	NA	Control
O'CONNOR, KEVIN, JAMES	I	VICE CHAIRMAN	NA	Control
O'CONNOR, KEVIN, JAMES	I	VICE CHAIRMAN	NA	Control
O'CONNOR, KEVIN, JAMES	I	VICE CHAIRMAN	NA	Control
O'CONNOR, KEVIN, JAMES	I	VICE CHAIRMAN	NA	Control
O'CONNOR, KEVIN, JAMES	I	VICE CHAIRMAN	NA	Control
O'CONNOR, KEVIN, JAMES	I	VICE CHAIRMAN	NA	Control
O'CONNOR, KEVIN, JAMES	I	VICE CHAIRMAN	NA	Control
O'CONNOR, KEVIN, JAMES	I	VICE CHAIRMAN	NA	Control
O'CONNOR, KEVIN, JAMES	I	VICE CHAIRMAN	NA	Control
O'CONNOR, KEVIN, JAMES	I	VICE CHAIRMAN	NA	Control
O'CONNOR, KEVIN, JAMES	I	EMERITUS WEALTH STRATEGIST	NA	Control
O'CONNOR, KEVIN, JAMES	I	EMERITUS WEALTH STRATEGIST	NA	Control
O'CONNOR, KEVIN, JAMES	I	EMERITUS WEALTH STRATEGIST	NA	Control
O'CONNOR, KEVIN, JAMES	I	EMERITUS WEALTH STRATEGIST	NA	Control
O'CONNOR, KEVIN, JAMES	I	EMERITUS WEALTH STRATEGIST	NA	Control
O'CONNOR, KEVIN, JAMES	I	EMERITUS WEALTH STRATEGIST	NA	Control
O'CONNOR, KEVIN, JAMES	I	EMERITUS WEALTH STRATEGIST	NA	Control
O'CONNOR, KEVIN, JAMES	I	EMERITUS WEALTH STRATEGIST	NA
TUFTE, KEITH, NORMAN	I	CHIEF INVESTMENT OFFICER AND PRESIDENT	NA
TUFTE, KEITH, NORMAN	I	CHIEF INVESTMENT OFFICER OF ADAM SMITH ADVISORS AND TRUSTED FINANCIAL PARTNERS; PRESIDENT OF ADAM SMITH ADVISORS	NA
TUFTE, KEITH, NORMAN	I	CHIEF INVESTMENT OFFICER AND PRESIDENT	NA	Control
TUFTE, KEITH, NORMAN	I	CHIEF INVESTMENT OFFICER AND PRESIDENT	NA	Control
TUFTE, KEITH, NORMAN	I	CHIEF INVESTMENT OFFICER AND PRESIDENT	NA	Control
TUFTE, KEITH, NORMAN	I	CHIEF INVESTMENT OFFICER AND PRESIDENT	NA	Control
TUFTE, KEITH, NORMAN	I	CHIEF INVESTMENT OFFICER AND PRESIDENT	NA	Control
TUFTE, KEITH, NORMAN	I	CHIEF INVESTMENT OFFICER AND PRESIDENT	NA	Control
TUFTE, KEITH, NORMAN	I	CHIEF INVESTMENT OFFICER AND PRESIDENT	NA	Control
TUFTE, KEITH, NORMAN	I	CHIEF INVESTMENT OFFICER AND PRESIDENT	NA	Control
TUFTE, KEITH, NORMAN	I	CHIEF INVESTMENT OFFICER AND PRESIDENT	NA	Control
TUFTE, KEITH, NORMAN	I	CHIEF INVESTMENT OFFICER AND PRESIDENT	NA	Control
TUFTE, KEITH, NORMAN	I	CHIEF INVESTMENT OFFICER AND PRESIDENT	NA	Control
TUFTE, KEITH, NORMAN	I	CHIEF INVESTMENT OFFICER AND PRESIDENT	NA	Control
TUFTE, KEITH, NORMAN	I	CHIEF INVESTMENT OFFICER AND PRESIDENT	NA	Control
TUFTE, KEITH, NORMAN	I	CHIEF INVESTMENT OFFICER AND PRESIDENT	NA	Control
TUFTE, KEITH, NORMAN	I	CHIEF INVESTMENT OFFICER AND PRESIDENT	NA	Control
TUFTE, KEITH, NORMAN	I	CHIEF INVESTMENT OFFICER AND PRESIDENT	NA	Control
TUFTE, KEITH, NORMAN	I	CHIEF INVESTMENT OFFICER AND PRESIDENT	NA	Control
TUFTE, KEITH, NORMAN	I	CHIEF INVESTMENT OFFICER AND PRESIDENT	NA	Control
TUFTE, KEITH, NORMAN	I	INVESTMENT ADVISOR AND PRESIDENT	NA	Control
TUFTE, KEITH, NORMAN	I	INVESTMENT ADVISOR AND PRESIDENT	NA	Control
TUFTE, KEITH, NORMAN	I	INVESTMENT ADVISOR	NA
ADAM SMITH COMPANIES, LLC	DE	MEMBER	E	Control
ADAM SMITH COMPANIES, LLC	DE	MEMBER OF ADAM SMITH MANAGEMENT AND ADAM SMITH ADVISORS	E	Control
ADAM SMITH COMPANIES, LLC	DE	MANAGING MEMBER	E	Control
ADAM SMITH COMPANIES, LLC	DE	MANAGING MEMBER	E	Control
ADAM SMITH COMPANIES, LLC	DE	MANAGING MEMBER	E	Control
ADAM SMITH COMPANIES, LLC	DE	MANAGING MEMBER	E	Control
ADAM SMITH COMPANIES, LLC	DE	MANAGING MEMBER	E	Control
ADAM SMITH COMPANIES, LLC	DE	MANAGING MEMBER	E	Control
ADAM SMITH COMPANIES, LLC	DE	MANAGING MEMBER	E	Control
ADAM SMITH COMPANIES, LLC	DE	MANAGING MEMBER	E	Control
ADAM SMITH COMPANIES, LLC	DE	MANAGING MEMBER	E	Control
ADAM SMITH COMPANIES, LLC	DE	MANAGING MEMBER	E	Control
ADAM SMITH COMPANIES, LLC	DE	MANAGING MEMBER	E	Control
ADAM SMITH COMPANIES, LLC	DE	MANAGING MEMBER	E	Control
ADAM SMITH COMPANIES, LLC	DE	MANAGING MEMBER	E	Control
ADAM SMITH COMPANIES, LLC	DE	MANAGING MEMBER	E	Control
ADAM SMITH COMPANIES, LLC	DE	MANAGING MEMBER	E	Control
ADAM SMITH COMPANIES, LLC	DE	MANAGING MEMBER	E	Control
ADAM SMITH COMPANIES, LLC	DE	MANAGING MEMBER	E	Control
ADAM SMITH COMPANIES, LLC	DE	MANAGING MEMBER	E	Control
ADAM SMITH COMPANIES, LLC	DE	MANAGING MEMBER	E	Control
ADAM SMITH COMPANIES, LLC	DE	MANAGING MEMBER	E	Control
ADAM SMITH COMPANIES, LLC	DE	MANAGING MEMBER	E	Control
ADAM SMITH ADVISORS, LLC	DE	MEMBER OF TRUSTED FINANCIAL PARTNERS	D	Control
O'CONNOR, KEVIN, JAMES	I	PRESIDENT AND MEMBER OF TRUSTED FINANCIAL PARTNERS, VICE CHAIRMAN OF ADAM SMITH ADVISORS	C	Control
STOFER, GORDON, FAIRCHILD	I	MEMBER	B
STOFER, GORDON, FAIRCHILD	I	MEMBER OF ADAM SMITH MANAGEMENT AND ADAM SMITH ADVISORS	B
STOFER, GORDON, FAIRCHILD	I	NON MANAGING MEMBER	B	Control
STOFER, GORDON, FAIRCHILD	I	NON MANAGING MEMBER	B	Control
STOFER, GORDON, FAIRCHILD	I	NON MANAGING MEMBER	B	Control
STOFER, GORDON, FAIRCHILD	I	NON MANAGING MEMBER	B	Control
STOFER, GORDON, FAIRCHILD	I	NON MANAGING MEMBER	B	Control
STOFER, GORDON, FAIRCHILD	I	NON MANAGING MEMBER	B	Control
STOFER, GORDON, FAIRCHILD	I	NON MANAGING MEMBER	B	Control
STOFER, GORDON, FAIRCHILD	I	NON MANAGING MEMBER	B	Control
STOFER, GORDON, FAIRCHILD	I	NON MANAGING MEMBER	B	Control
STOFER, GORDON, FAIRCHILD	I	NON MANAGING MEMBER	A	Control
STOFER, GORDON, FAIRCHILD	I	NON MANAGING MEMBER	A	Control
STOFER, GORDON, FAIRCHILD	I	NON MANAGING MEMBER	A	Control
STOFER, GORDON, FAIRCHILD	I	NON MANAGING MEMBER	A	Control
STOFER, GORDON, FAIRCHILD	I	NON MANAGING MEMBER	A	Control
STOFER, GORDON, FAIRCHILD	I	NON MANAGING MEMBER	A	Control
STOFER, GORDON, FAIRCHILD	I	NON MANAGING MEMBER	A	Control
STOFER, GORDON, FAIRCHILD	I	NON MANAGING MEMBER	A	Control
STOFER, GORDON, FAIRCHILD	I	NON MANAGING MEMBER	A	Control
STOFER, GORDON, FAIRCHILD	I	NON MANAGING MEMBER	A	Control
STOFER, GORDON, FAIRCHILD	I	NON MANAGING MEMBER	A	Control
STOFER, GORDON, FAIRCHILD	I	NON MANAGING MEMBER	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
STOFER, GORDON, FAIRCHILD	I	ADAM SMITH ADVISORS, LLC	F
ADAM SMITH COMPANIES, LLC	DE	ADAM SMITH ADVISORS, LLC	E	Control
CHRISTIANSON, ANTON, JOSEPH	I	ADAM SMITH COMPANIES, LLC	E	Control
CHRISTIANSON, ANTON, JOSEPH	I	ADAM SMITH COMPANIES, LLC	E	Control
CHRISTIANSON, ANTON, JOSEPH	I	ADAM SMITH COMPANIES, LLC	E	Control
CHRISTIANSON, ANTON, JOSEPH	I	ADAM SMITH COMPANIES, LLC	E	Control
CHRISTIANSON, ANTON, JOSEPH	I	ADAM SMITH COMPANIES, LLC	E	Control
CHRISTIANSON, ANTON, JOSEPH	I	ADAM SMITH COMPANIES, LLC	E	Control
CHRISTIANSON, ANTON, JOSEPH	I	ADAM SMITH COMPANIES, LLC	E	Control
CHRISTIANSON, ANTON, JOSEPH	I	ADAM SMITH COMPANIES, LLC	E	Control
CHRISTIANSON, ANTON, JOSEPH	I	ADAM SMITH COMPANIES, LLC	E	Control
CHRISTIANSON, ANTON, JOSEPH	I	ADAM SMITH COMPANIES, LLC	E	Control
CHRISTIANSON, ANTON, JOSEPH	I	ADAM SMITH COMPANIES, LLC	E	Control
CHRISTIANSON, ANTON, JOSEPH	I	ADAM SMITH COMPANIES, LLC	E	Control
CHRISTIANSON, ANTON, JOSEPH	I	ADAM SMITH COMPANIES, LLC	E	Control
CHRISTIANSON, ANTON, JOSEPH	I	ADAM SMITH COMPANIES, LLC	E	Control
CHRISTIANSON, ANTON, JOSEPH	I	ADAM SMITH COMPANIES, LLC	E	Control
CHRISTIANSON, ANTON, JOSEPH	I	ADAM SMITH COMPANIES, LLC	E	Control
CHRISTIANSON, ANTON, JOSEPH	I	ADAM SMITH COMPANIES, LLC	E	Control
CHRISTIANSON, ANTON, JOSEPH	I	ADAM SMITH COMPANIES, LLC	E	Control
CHRISTIANSON, ANTON, JOSEPH	I	ADAM SMITH COMPANIES, LLC	E	Control
CHRISTIANSON, ANTON, JOSEPH	I	ADAM SMITH COMPANIES, LLC	E	Control
CHRISTIANSON, ANTON, JOSEPH	I	ADAM SMITH COMPANIES, LLC	E	Control
CHRISTIANSON, ANTON, JOSEPH	I	ADAM SMITH COMPANIES, LLC	E	Control

Registrations

Federal

Mar 28, 2025 REGISTERED

Notice Filings (7)

AZ CA FL MI MN NY TX

Address

301 CARLSON PARKWAY
SUITE 103
MINNETONKA, MN 55305
United States

Phone: 952-893-9012