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CHERRY TREE WEALTH MANAGEMENT, LLC

MINNETONKA, MN · CRD 151406 · IAPD ↗ · 952-893-9012

$673.5MRegulatory AUM
9Advisory reps
12Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — CHERRY TREE WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
76
April 2025 — CHERRY TREE WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
August 2024 — CHERRY TREE WEALTH MANAGEMENT, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — CHERRY TREE WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($484.9M -> $553.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.