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CHERRY TREE WEALTH MANAGEMENT, LLC
CRD 151406File 801-70554
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$673.5M
Above cohort median (national)
Discretionary AUM
$643.2M
Non-discretionary $30.3M
Clients
334
1,101 accounts
Employees
12
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 3, 2009
- Principal office
- 301 CARLSON PARKWAY, SUITE 103, MINNETONKA, MN, 55305
- Phone
- 952-893-9012
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $673.5M
- Discretionary AUM
- $643.2M
- Non-discretionary AUM
- $30.3M
- Discretionary accounts
- 1,094
- Non-discretionary accounts
- 7
- Total accounts
- 1,101
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 33 | $6.8M |
| High net worth individuals | 27 | $264.5M |
| Pension and profit sharing plans | 7 | $30.3M |
| State or municipal government entities | 1 | $2.1M |
| Individuals (other than high net worth individuals) | 266 | $369.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.