{
  "crd_number": 292016,
  "slug": "treehouse-wealth-advisors-walnut-creek-ca-292016",
  "primary_business_name": "TREEHOUSE WEALTH ADVISORS",
  "legal_name": "GARRISON POINT ADVISORS, LLC",
  "dbas": [],
  "city": "Walnut Creek",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-03-16",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-04-27",
  "carried_forward": false,
  "raum_total": 597057989.0,
  "raum_discretionary": 581099257.0,
  "raum_non_discretionary": 15958732.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 7569179.0,
      "count": 19
    },
    "individuals": {
      "raum": 48002829.0,
      "count": 134
    },
    "pension_profit_sharing": {
      "raum": 10061177.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 524062879.0,
      "count": 133
    },
    "corporations_other_businesses": {
      "raum": 7361925.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "HI",
    "MD",
    "NM",
    "NY",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/TreehouseWealth",
    "https://instagram.com/treehousewealth",
    "https://linkedin.com/company/treehousewealth",
    "https://treehousewealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292016",
  "city_as_filed": "WALNUT CREEK",
  "url": "https://advisorcensus.com/firm/treehouse-wealth-advisors-walnut-creek-ca-292016",
  "display_name": "Treehouse Wealth Advisors",
  "summary": "Treehouse Wealth Advisors is an SEC-registered investment advisory firm in Walnut Creek, CA, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 27, 2026.",
  "citation": "AdvisorCensus. Treehouse Wealth Advisors (CRD 292016): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Treehouse Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Treehouse Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Treehouse Wealth Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Treehouse Wealth Advisors located?",
      "a": "Treehouse Wealth Advisors' principal office is in Walnut Creek, CA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Treehouse Wealth Advisors registered with the SEC or a state?",
      "a": "Treehouse Wealth Advisors is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292016."
    },
    {
      "q": "How much does Treehouse Wealth Advisors manage?",
      "a": "Treehouse Wealth Advisors reports $597,057,989 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (97% discretionary)."
    },
    {
      "q": "How have Treehouse Wealth Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Treehouse Wealth Advisors: Regulatory assets under management: $165,029,230 in the October 2021 data and $597,057,989 in the October 2026 data, up 262%. Total employees: 5 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Treehouse Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (134); high net worth individuals (133); charitable organizations (19)."
    },
    {
      "q": "Which custodians does Treehouse Wealth Advisors use?",
      "a": "Treehouse Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Treehouse Wealth Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292016"
    },
    {
      "q": "What changed in Treehouse Wealth Advisors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $536,998,730 to $597,057,989 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 165029230.0,
      "total_employees": 5,
      "filing_date": "2021-05-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 193264318.0,
      "total_employees": 5,
      "filing_date": "2022-08-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 161655070.0,
      "total_employees": 5,
      "filing_date": "2023-09-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 184763145.0,
      "total_employees": 5,
      "filing_date": "2024-08-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 536998730.0,
      "total_employees": 10,
      "filing_date": "2025-04-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 597057989.0,
      "total_employees": 10,
      "filing_date": "2026-04-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $536,998,730 to $597,057,989 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Our annual fee for services is based on a percentage of the assets in your account and varies between 0.25% and 1.50% as negotiated in each Client's contract."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.25,
        1.5
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our annual fee for services is based on a percentage of the assets in your account and varies between 0.25% and 1.50% as negotiated in each Client's contract."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/treehouse-wealth-advisors-walnut-creek-ca-292016.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 134,
      "fewer_than_5": false,
      "raum": 48002829.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 133,
      "fewer_than_5": false,
      "raum": 524062879.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 10061177.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 19,
      "fewer_than_5": false,
      "raum": 7569179.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 7361925.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292016",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}