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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-2017
- Office Locations
- 2
Office Locations
About Treehouse Wealth Advisors
Treehouse Wealth Advisors provides bespoke financial planning and wealth management for innovators/entrepreneurs, legacy builders, and impact-minded clients, partnering long term across major life decisions. The team emphasizes research-driven asset allocation, risk management, and portfolio construction, primarily using public funds and ETFs (including mutual funds). Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STACEY CHIN LIU
Chief Investment Officer, Financial Advisor, General Partner
- CRD
- #6061818
- Ownership
- 10% but less than 25%
JULIE THERESE MEISSNER
Chief Compliance Officer, Chief Executive Officer, Chief Operating Officer, Managing Member
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DIANE SUSAN BOURDO
Private Wealth Advisor
- CRD
- #2216637
HALLIE ELIZABETH KRAUS
--
- CRD
- #6432713
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $581,099,257 | $819,604 |
| Non-Discretionary | $15,958,732 | $306,899 |
| Total | $597,057,989 | $784,570 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | 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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