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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KENNY, KATHLEEN, MARNELL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| NORD, PATRICK, RYAN | I | MANAGING MEMBER | C | Control |
| NORD, PATRICK, RYAN | I | MANAGING MEMBER | C | Control |
| NORD, PATRICK, RYAN | I | MANAGING MEMBER | C | Control |
| NORD, PATRICK, RYAN | I | MANAGING PRINCIPAL | C | Control |
| NORD, PATRICK, RYAN | I | MANAGING MEMBER | C | Control |
| NORD, PATRICK, RYAN | I | MANAGING MEMBER | C | Control |
| NORD, PATRICK, RYAN | I | MANAGING MEMBER | C | Control |
| NORD, PATRICK, RYAN | I | MANAGING MEMBER | C | Control |
| NORD, PATRICK, RYAN | I | MANAGING MEMBER | C | Control |
| NORD, PATRICK, RYAN | I | MANAGING MEMBER | C | Control |
| NORD, PATRICK, RYAN | I | MANAGING MEMBER | C | Control |
| NORD, PATRICK, RYAN | I | MANAGING MEMBER | C | Control |
| NORD, PATRICK, RYAN | I | MANAGING MEMBER | C | Control |
| NORD, PATRICK, RYAN | I | MANAGING MEMBER | C | Control |
| NORD, PATRICK, RYAN | I | MANAGING MEMBER | C | Control |
| PEDLEY, DAVID, JOHN | I | MEMBER | C | Control |
| PEDLEY, DAVID, JOHN | I | MEMBER | C | Control |
| PEDLEY, DAVID, JOHN | I | MEMBER | C | Control |
| PEDLEY, DAVID, JOHN | I | MANAGING PRINCIPAL | C | Control |
| PEDLEY, DAVID, JOHN | I | MEMBER | C | Control |
| PEDLEY, DAVID, JOHN | I | MEMBER | C | Control |
| PEDLEY, DAVID, JOHN | I | MEMBER | C | Control |
| PEDLEY, DAVID, JOHN | I | MEMBER | C | Control |
| PEDLEY, DAVID, JOHN | I | MEMBER | C | Control |
| PEDLEY, DAVID, JOHN | I | MEMBER | C | Control |
| PEDLEY, DAVID, JOHN | I | MEMBER | C | Control |
| PEDLEY, DAVID, JOHN | I | MEMBER | C | Control |
| PEDLEY, DAVID, JOHN | I | MEMBER | C | Control |
| PEDLEY, DAVID, JOHN | I | MEMBER | C | Control |
| PEDLEY, DAVID, JOHN | I | MEMBER | C | Control |
| YEOMAN, KEVIN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| YEOMAN, KEVIN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| YEOMAN, KEVIN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| YEOMAN, KEVIN, MICHAEL | I | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| YEOMAN, KEVIN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| YEOMAN, KEVIN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| YEOMAN, KEVIN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| YEOMAN, KEVIN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| YEOMAN, KEVIN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| YEOMAN, KEVIN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| YEOMAN, KEVIN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| YEOMAN, KEVIN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| YEOMAN, KEVIN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| YEOMAN, KEVIN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| YEOMAN, KEVIN, MICHAEL | I | MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Jan 8, 2025 REGISTERED
Notice Filings (1)
IL
Address
ONE NORTHFIELD PLAZASUITE 106
NORTHFIELD, IL 60093
United States
Phone: 847-386-6707