GARRISON POINT ADVISORS, LLC
Legal name: TREEHOUSE WEALTH ADVISORS
CRD #292016 SEC #801-112623 WALNUT CREEK, CA 415-887-1416
SEC Registered
Total AUM
$537M
Discretionary
$524M
Employees
10
Clients
51
Accounts
739
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $537M | $524M | $13M | 10 | 0 |
| Mar 2025 | $537M | $524M | $13M | 10 | 0 |
| Feb 2025 | $184.8M | $173.2M | $11.6M | 5 | 0 |
| Jan 2025 | $184.8M | $173.2M | $11.6M | 5 | 0 |
| Nov 2024 | $184.8M | $173.2M | $11.6M | 5 | 0 |
| Aug 2024 | $184.8M | $173.2M | $11.6M | 5 | 0 |
| Apr 2024 | $184.8M | $173.2M | $11.6M | 5 | 0 |
| Mar 2024 | $184.8M | $173.2M | $11.6M | 5 | 0 |
| Mar 2024 | $184.8M | $173.2M | $11.6M | 5 | 0 |
| Dec 2023 | $161.7M | $154.5M | $7.2M | 5 | 0 |
| Dec 2023 | $161.7M | $154.5M | $7.2M | 5 | 0 |
| Sep 2023 | $161.7M | $154.5M | $7.2M | 5 | 0 |
| Jun 2023 | $161.7M | $154.5M | $7.2M | 5 | 0 |
| Feb 2023 | $161.7M | $154.5M | $7.2M | 5 | 0 |
| Aug 2022 | $193.3M | $185.3M | $7.9M | 5 | 0 |
| May 2022 | $193.3M | $185.3M | $7.9M | 5 | 0 |
| Apr 2022 | $193.3M | $185.3M | $7.9M | 5 | 0 |
| Apr 2022 | $193.3M | $185.3M | $7.9M | 5 | 0 |
| Mar 2022 | $193.3M | $185.3M | $7.9M | 5 | 0 |
| Jan 2022 | $165M | $157.6M | $7.4M | 5 | 0 |
| Oct 2021 | $165M | $157.6M | $7.4M | 5 | 0 |
| May 2021 | $165M | $157.6M | $7.4M | 5 | 0 |
| Mar 2021 | $165M | $157.6M | $7.4M | 5 | 0 |
| Jun 2020 | $149.6M | $142.7M | $6.9M | 5 | 0 |
| Mar 2020 | $149.6M | $142.7M | $6.9M | 5 | 0 |
| Nov 2019 | $119.7M | $115.3M | $4.4M | 5 | 0 |
| Sep 2019 | $119.7M | $115.3M | $4.4M | 5 | 0 |
| Aug 2019 | $119.7M | $115.3M | $4.4M | 5 | 0 |
| Mar 2019 | $119.7M | $115.3M | $4.4M | 5 | 0 |
| Feb 2019 | $119.7M | $115.3M | $4.4M | 5 | 0 |
| Nov 2018 | $138.5M | $133.7M | $4.8M | 5 | 0 |
| Nov 2018 | $138.5M | $133.7M | $4.8M | 5 | 0 |
| Jul 2018 | $0 | $0 | $0 | 5 | 0 |
| Apr 2018 | $0 | $0 | $0 | 5 | 0 |
| Feb 2018 | $0 | $0 | $0 | 3 | 0 |
DateApr 2025
Total AUM$537M
Discretionary$524M
Non-Disc.$13M
Employees10
Clients0
DateMar 2025
Total AUM$537M
Discretionary$524M
Non-Disc.$13M
Employees10
Clients0
DateFeb 2025
Total AUM$184.8M
Discretionary$173.2M
Non-Disc.$11.6M
Employees5
Clients0
DateJan 2025
Total AUM$184.8M
Discretionary$173.2M
Non-Disc.$11.6M
Employees5
Clients0
DateNov 2024
Total AUM$184.8M
Discretionary$173.2M
Non-Disc.$11.6M
Employees5
Clients0
DateAug 2024
Total AUM$184.8M
Discretionary$173.2M
Non-Disc.$11.6M
Employees5
Clients0
DateApr 2024
Total AUM$184.8M
Discretionary$173.2M
Non-Disc.$11.6M
Employees5
Clients0
DateMar 2024
Total AUM$184.8M
Discretionary$173.2M
Non-Disc.$11.6M
Employees5
Clients0
DateMar 2024
Total AUM$184.8M
Discretionary$173.2M
Non-Disc.$11.6M
Employees5
Clients0
DateDec 2023
Total AUM$161.7M
Discretionary$154.5M
Non-Disc.$7.2M
Employees5
Clients0
DateDec 2023
Total AUM$161.7M
Discretionary$154.5M
Non-Disc.$7.2M
Employees5
Clients0
DateSep 2023
Total AUM$161.7M
Discretionary$154.5M
Non-Disc.$7.2M
Employees5
Clients0
DateJun 2023
Total AUM$161.7M
Discretionary$154.5M
Non-Disc.$7.2M
Employees5
Clients0
DateFeb 2023
Total AUM$161.7M
Discretionary$154.5M
Non-Disc.$7.2M
Employees5
Clients0
DateAug 2022
Total AUM$193.3M
Discretionary$185.3M
Non-Disc.$7.9M
Employees5
Clients0
DateMay 2022
Total AUM$193.3M
Discretionary$185.3M
Non-Disc.$7.9M
Employees5
Clients0
DateApr 2022
Total AUM$193.3M
Discretionary$185.3M
Non-Disc.$7.9M
Employees5
Clients0
DateApr 2022
Total AUM$193.3M
Discretionary$185.3M
Non-Disc.$7.9M
Employees5
Clients0
DateMar 2022
Total AUM$193.3M
Discretionary$185.3M
Non-Disc.$7.9M
Employees5
Clients0
DateJan 2022
Total AUM$165M
Discretionary$157.6M
Non-Disc.$7.4M
Employees5
Clients0
DateOct 2021
Total AUM$165M
Discretionary$157.6M
Non-Disc.$7.4M
Employees5
Clients0
DateMay 2021
Total AUM$165M
Discretionary$157.6M
Non-Disc.$7.4M
Employees5
Clients0
DateMar 2021
Total AUM$165M
Discretionary$157.6M
Non-Disc.$7.4M
Employees5
Clients0
DateJun 2020
Total AUM$149.6M
Discretionary$142.7M
Non-Disc.$6.9M
Employees5
Clients0
DateMar 2020
Total AUM$149.6M
Discretionary$142.7M
Non-Disc.$6.9M
Employees5
Clients0
DateNov 2019
Total AUM$119.7M
Discretionary$115.3M
Non-Disc.$4.4M
Employees5
Clients0
DateSep 2019
Total AUM$119.7M
Discretionary$115.3M
Non-Disc.$4.4M
Employees5
Clients0
DateAug 2019
Total AUM$119.7M
Discretionary$115.3M
Non-Disc.$4.4M
Employees5
Clients0
DateMar 2019
Total AUM$119.7M
Discretionary$115.3M
Non-Disc.$4.4M
Employees5
Clients0
DateFeb 2019
Total AUM$119.7M
Discretionary$115.3M
Non-Disc.$4.4M
Employees5
Clients0
DateNov 2018
Total AUM$138.5M
Discretionary$133.7M
Non-Disc.$4.8M
Employees5
Clients0
DateNov 2018
Total AUM$138.5M
Discretionary$133.7M
Non-Disc.$4.8M
Employees5
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0