# Green Tree Wealth, Inc

> Green Tree Wealth, Inc is a state-registered investment advisory firm in Bend, OR, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 4, 2024.

- CRD: 331662
- Filed as: GREEN TREE WEALTH, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bend, OR
- Filing period: October 2026
- Form ADV filing dated: June 4, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331662
- AdvisorCensus page: https://advisorcensus.com/firm/green-tree-wealth-inc-bend-or-331662

## Quick answers

**How is Green Tree Wealth, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Green Tree Wealth, Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Green Tree Wealth, Inc located?**
Green Tree Wealth, Inc's principal office is in Bend, OR, according to its Form ADV.

**Is Green Tree Wealth, Inc registered with the SEC or a state?**
Green Tree Wealth, Inc is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331662.

**How much does Green Tree Wealth, Inc manage?**
Green Tree Wealth, Inc reports $0 in regulatory assets under management in its Form ADV filing dated June 4, 2024.

**Does Green Tree Wealth, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331662

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- greentreewealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Green Tree Wealth, Inc (CRD 331662): Form ADV filing data as of October 2026.