Cherry Tree Wealth Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 151406
- SEC number
- 801-70554
- Firm type
- RIA
- Assets under management
- $673.5M as of Mar 27, 2026
- Website
- www.linkedin.com/COMPANY/10336270 ↗
- Phone
- 952-893-9012
- Address
- 301 Carlson Parkway, Minnetonka, MN, 55305
Advisors at this firm
8 in our index · page 1 of 1
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Eric William AnnettCRD 6317284 · Minnetonka, MNIA RegisteredBroker
-
Anton Joseph ChristiansonCRD 1305752 · Minnetonka, MNIA RegisteredBrokerDisclosure event(s) on record
-
Robert ChristiansonCRD 7948479 · Minnetonka, MNIA Registered
-
Justin Nicholas FrysCRD 2836394 · Minnetonka, MNIA RegisteredBroker
-
Conner Gregory KolodgeCRD 5873489 · Minnetonka, MNIA Registered
-
Jared Robert KonenCRD 7219620 · Minnetonka, MNIA RegisteredBroker
-
John Charles O'connorCRD 5067036 · Traverse City, MIIA Registered
-
Chelsea Katherine-Doris TufteCRD 6455548 · Minnetonka, MNIA Registered
1–8 of 8
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 151406 ↗
FINRA BrokerCheck record for firm CRD 151406 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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