CRD: 312361
Giving Tree Wealth Advisors
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- Custodian
- Axos · Capital Group · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-12-2021
- Office Locations
- 1
Office Locations
About Giving Tree Wealth Advisors
Giving Tree Wealth Advisors is a San Ramon, CA RIA focused on purpose-driven wealth planning—helping clients align goals beyond traditional retirement. The firm provides financial planning and portfolio management, with an ETF-centric allocation complemented by fixed income and cash management, and incorporates risk management and socially responsible investing where appropriate. Works with entrepreneurs; custody/platform includes SEI.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 225 clients, or 112.5 clients per representative. That equates to $613.3K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on September 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Industry Interests
- Investment Themes
- Investment Vehicles
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Owner & Executives
NICHOLAS VENTIMIGLIO
Chief Compliance Officer, Chief Executive Officer, Managing Partner
- CRD
- #4595708
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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JOHN JUHAN KIM
Managing Partner
- CRD
- #2399257
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $137,997,072 | $613,320 |
| Non-Discretionary | $0 | -- |
| Total | $137,997,072 | $613,320 |
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Separately Managed Accounts
SMA allocation detail is available
Giving Tree Wealth Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.