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TREEHOUSE WEALTH ADVISORS
Legal name: GARRISON POINT ADVISORS, LLC
CRD 292016File 801-112623
APPROVED
Retail clients
Custody
Filing as of Apr 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$597.1M
Above cohort median (national)
Discretionary AUM
$581.1M
Non-discretionary $16.0M
Clients
290
761 accounts
Employees
10
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 16, 2018
- Principal office
- 1600 S MAIN ST., SUITE 195, WALNUT CREEK, CA, 94596
- Phone
- 415-887-1416
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $597.1M
- Discretionary AUM
- $581.1M
- Non-discretionary AUM
- $16.0M
- Discretionary accounts
- 709
- Non-discretionary accounts
- 52
- Total accounts
- 761
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $7.4M |
| Charitable organizations | 19 | $7.6M |
| High net worth individuals | 133 | $524.1M |
| Pension and profit sharing plans | Fewer than 5 | $10.1M |
| Individuals (other than high net worth individuals) | 134 | $48.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other 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
- No
- 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.