CRD: 151406
Cherry Tree Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2009
- Office Locations
- 2
Office Locations
About Cherry Tree Wealth Management, LLC
Cherry Tree Wealth Management provides wealth management and financial planning for individuals and small businesses, plus cost-competitive 401(k) plan solutions. Portfolios follow a global strategic asset-allocation approach and are customized to each client’s risk profile; retirement plans emphasize low-cost index and target-date funds. Differentiator: a proprietary one-page financial plan can be drafted in about an hour once inputs are collected, supported by a Tamarac client portal.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GORDON FAIRCHILD STOFER JR
Founder
- CRD
- #1514353
- Ownership
- 5% but less than 10%
JANE MARIE BORTNEM
Chief Compliance Officer, Chief Financial Officer, Secretary, TREASURER
- CRD
- #4451428
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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ERIC WILLIAM ANNETT
Investment Advisor
- CRD
- #6317284
Robert Christianson
Investment Advisor
- CRD
- #7948479
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $643,213,185 | $587,946 |
| Non-Discretionary | $30,252,970 | $4,321,853 |
| Total | $673,466,155 | $611,686 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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