TREETOP WEALTH MANAGEMENT, LLC
CRD #155013 SEC #801-121465 NORTHFIELD, IL 847-386-6707
SEC Registered
Total AUM
$185M
Discretionary
$185M
Employees
3
Clients
25
Accounts
360
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $185M | $185M | $0 | 3 | 5 |
| Jan 2024 | $160M | $160M | $0 | 3 | 5 |
| Jan 2023 | $140M | $140M | $0 | 3 | 5 |
| Sep 2022 | $160M | $160M | $0 | 3 | 5 |
| Aug 2022 | $160M | $160M | $0 | 3 | 5 |
| Feb 2022 | $160M | $160M | $0 | 3 | 5 |
| Oct 2021 | $150M | $150M | $0 | 3 | 5 |
| Jun 2021 | $150M | $150M | $0 | 3 | 5 |
| May 2021 | $150M | $150M | $0 | 3 | 5 |
| May 2021 | $150M | $150M | $0 | 3 | 5 |
| Feb 2011 | $17M | $17M | $0 | 5 | -- |
| Jan 2011 | $16M | $16M | $0 | 5 | -- |
| Jan 2011 | $16M | $16M | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
| Sep 2010 | $0 | $0 | $0 | 5 | -- |
DateJan 2025
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees3
Clients5
DateJan 2024
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees3
Clients5
DateJan 2023
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees3
Clients5
DateSep 2022
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees3
Clients5
DateAug 2022
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees3
Clients5
DateFeb 2022
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees3
Clients5
DateOct 2021
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees3
Clients5
DateJun 2021
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees3
Clients5
DateMay 2021
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees3
Clients5
DateMay 2021
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees3
Clients5
DateFeb 2011
Total AUM$17M
Discretionary$17M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$16M
Discretionary$16M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$16M
Discretionary$16M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--