SEC CRD #801-112623
Named America’s Top Financial Advisory Firms 2026 by Newsweek - Treehouse Wealth Advisors Skip to content MY ACCOUNT REIMAGINED FINANCIAL ADVICE Invest In Your Adventure At Treehouse Wealth Advisors, we bring fresh perspective, innovative thinking, and a more human approach to wealth management so you can pursue your life’s adventures with confidence. Show me how Schedule a Call Awards and Recognition Read awards disclosures Your Financial Confidant Life doesn’t fit into a single financial mold and neither do the people we serve. At Treehouse Wealth Advisors, we partner with innovators in their respective fields, legacy builders planning for the future of their families, and impact makers working to make a difference. Wherever you are in your journey, we meet you there, bringing structure, perspective, and steady guidance so your financial life supports the life you’re building and the adventures that shape it. Innovators You lean into change and take ownership of your journey, whether you’re forging a new path or navigating an unexpected transition. Impact Makers As an impact maker, you’re driven to create positive change for your family and the world around you. Legacy Builders As a legacy builder, you’re balancing personal priorities with complex business and financial decisions. Innovators You lean into change and take ownership of your journey, whether you’re forging a new path or navigating an unexpected transition. Impact Makers As an impact maker, you’re driven to cre
JULIE MEISSNER
CHIEF COMPLIANCE OFFICER
📞 (415) 887-1416
🔒 Sign up for free to view key contact information
Sign up free →This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$597M
Location
WALNUT CREEK, CA
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.