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GIVING TREE WEALTH ADVISORS
CRD 312361File 801-137000
APPROVED
Retail clients
Filing as of Aug 26, 2026
Feed vintage Aug 28, 2026
Regulatory AUM
$138.0M
Bottom 25% of cohort (national)
Discretionary AUM
$138.0M
Clients
225
225 accounts
Employees
2
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Partnership
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 27, 2026
- Principal office
- 2603 CAMINO RAMON 200, SAN RAMON, CA, 94583
- Phone
- 844-434-6435
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $138.0M
- Discretionary AUM
- $138.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 225
- Non-discretionary accounts
- 0
- Total accounts
- 225
- AUM per client
- $613K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 47 | $85.3M |
| Pension and profit sharing plans | 8 | $4.0M |
| Individuals (other than high net worth individuals) | 170 | $48.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- 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
- No
- 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.
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.