This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-13-2010
- Office Locations
- 1
Office Locations
About Treetop Wealth Management, LLC
TreeTop Wealth Management is a Northfield, IL registered investment advisor providing fiduciary financial planning and discretionary asset management for individuals and institutions. The firm builds customized portfolios using analytically derived, personalized solutions, with an ETF-centric allocation complemented by fixed income. Based in the Chicago area and serving clients nationwide; custody reported with Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
PATRICK RYAN NORD
Account Manager, Managing Member
- CRD
- #2887913
- Ownership
- 25% but less than 50%
DAVID JOHN PEDLEY
Managing Principal
- CRD
- #3068557
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $210,000,000 | $600,000 |
| Non-Discretionary | $0 | -- |
| Total | $210,000,000 | $600,000 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing