Treehouse Wealth Advisors

CRD 292016 · Walnut Creek, CA · $597.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 292016
SEC number: 801-112623
Firm type: RIA
Assets under management: $597.1M as of Apr 27, 2026
Website: www.instagram.com/treehousewealth ↗
Phone: 415-887-1416
Address: 1600 S Main St., Walnut Creek, CA, 94596

Advisors at this firm

6 in our index · page 1 of 1

Diane Susan BourdoCRD 2216637 · San Francisco, CA

IA Registered
Hallie Elizabeth KrausCRD 6432713 · San Francisco, CA

IA RegisteredRegistration inactive
Stacey Chin LiuCRD 6061818 · Walnut Creek, CA

IA RegisteredRegistration inactive
Alexis Whitney OlianCRD 6712308 · San Francisco, CA

IA Registered
Christopher James Xiao Jun RuaneCRD 8135063 · Walnut Creek, CA

IA Registered
Andrew Gratke SkinnerCRD 4243917 · Walnut Creek, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record

Source & corrections

Where this page comes from

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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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