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GIVING TREE WEALTH ADVISORS

SAN RAMON, CA · CRD 312361 · IAPD ↗ · givingtreewealth.com · 844-434-6435

$138.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — GIVING TREE WEALTH ADVISORS (SAN RAMON, CA) is newly SEC-registered with $138.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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