← Back to searchVisit website
GIVING TREE WEALTH ADVISORS
CRD 312361
2603 CAMINO RAMON 200, SAN RAMON, CA, 94583, United States
Phone
844-434-6435
Fax
888-902-1062
Registration
— (—)
Source
State registered
Total AUM
$123.3M
Discretionary AUM
$123.3M
Team
2 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Partnership
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 169 | $43.8M |
| High net worth individuals | 47 | $75.8M |
| Pension/profit sharing plans | 8 | $3.7M |
All web addresses on file
Official SEC filing: View on IAPD