# Treehouse Wealth Advisors

> 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.

- CRD: 292016
- Filed as: TREEHOUSE WEALTH ADVISORS
- Legal name: Garrison Point Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Walnut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292016
- AdvisorCensus page: https://advisorcensus.com/firm/treehouse-wealth-advisors-walnut-creek-ca-292016

## Quick answers

**How is Treehouse Wealth Advisors compensated?**
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).

**How much does Treehouse Wealth Advisors charge?**
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.

**Where is Treehouse Wealth Advisors located?**
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).

**Is Treehouse Wealth Advisors registered with the SEC or a state?**
Treehouse Wealth Advisors is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292016.

**How much does Treehouse Wealth Advisors manage?**
Treehouse Wealth Advisors reports $597,057,989 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (97% discretionary).

**How have Treehouse Wealth Advisors' assets and staff changed since 2021?**
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.

**What types of clients does Treehouse Wealth Advisors serve?**
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).

**Which custodians does Treehouse Wealth Advisors use?**
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.

**Does Treehouse Wealth Advisors report any disciplinary disclosures?**
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

**What changed in Treehouse Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $536,998,730 to $597,057,989 (+11%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $597,057,989
- Discretionary: $581,099,257
- Non-discretionary: $15,958,732

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 134 | $48,002,829 |
| High net worth individuals | 133 | $524,062,879 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $10,061,177 |
| Charitable organizations | 19 | $7,569,179 |
| Corporations or other businesses not listed above | 3 | $7,361,925 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 10 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, HI, MD, NM, NY, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- treehousewealth.com
- Facebook @TreehouseWealth
- Instagram @treehousewealth
- LinkedIn @treehousewealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $165,029,230 | 5 | May 19, 2021 |
| October 2022 | $193,264,318 | 5 | August 22, 2022 |
| October 2023 | $161,655,070 | 5 | September 7, 2023 |
| October 2024 | $184,763,145 | 5 | August 13, 2024 |
| October 2025 | $536,998,730 | 10 | April 4, 2025 |
| October 2026 | $597,057,989 | 10 | April 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $536,998,730 to $597,057,989 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Treehouse Wealth Advisors (CRD 292016): Form ADV filing data as of October 2026.