Network·Family Office

Treehouse Wealth Advisors

Unclaimed

📍 WALNUT CREEK, CA

Family Office
treehousewealth.com

SEC CRD #801-112623

About

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

Key Contact

JM

JULIE MEISSNER

CHIEF COMPLIANCE OFFICER

📞 (415) 887-1416

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Geographic Focus

walnut creeksan francisco

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AUM

$597M

Location

WALNUT CREEK, CA

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