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Cherry Tree Wealth Management

EST. AUM
$673,466,155

CONTACTS
3

CLIENT ACCOUNTS
1,101

Firm Details

Metro area Minneapolis
CRD Number 151406
Website cherrytreewealth.com
Client types

Overview

Cherry Tree Wealth Management is an SEC-registered investment advisor and fiduciary advisory firm based in Minnetonka, Minnesota. The company specializes in wealth management for individuals and small businesses, offering services that include global strategic asset allocation, customized portfolio management, and proprietary financial planning. Their unique one-page financial plan can be drafted quickly, providing clients with a comprehensive overview of their financial situation and future goals. Cherry Tree also offers cost-competitive 401(k) solutions, focusing on low-cost index-based funds and automated investment options. The firm emphasizes aligning financial assets with clients' personal goals to support their life and legacy planning.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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