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GARRISON POINT ADVISORS, LLC

UUID183cc812-263c-5e2d-8a12-6c9d16815884
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:54
Updated2025-10-23 02:23:54

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 292016 292016 1.0
cik 0001767107 1767107
sec_file_number 801-112623 801-112623

Profile

Websitehttps://www.instagram.com/treehousewealth/
HQ CityWALNUT CREEK
HQ StateCA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • TREEHOUSE WEALTH ADVISORS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)536,998,730.0
  • RAUM (discretionary)524,014,761.0
  • Actionable assets486,602,691.0
  • Accounts739.0

Institutional Clients

  • Government AUM
  • Pension AUM13,862,780.0
  • Charitable AUM7,973,706.0
  • HNW AUM459,515,145.0

As of 2025-04-04 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.