Investment adviser · CRD 151406

CHERRY TREE WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

MINNETONKA, MN, United States · Form ADV filed Mar 27, 2026

Regulatory AUM: $673M
Client accounts: 1,101
Employees: 12
Advisory professionals: 9

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	266	$369,804,212	54.9%
High-net-worth individuals	27	$264,510,642	39.3%
Retirement plans	7	$30,252,970	4.5%
Charities	33	$6,827,848	1.0%
Government entities	1	$2,070,483	0.3%

Filing source

Form ADV 2073901 · Mar 27, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ADAM SMITH FUND, LLCHedge Fund · Last reported Jun 22, 2017$22.5MGross asset value

Auditor PIEPER WHITAKER & BJORK, LLC PLYMOUTH, Minnesota, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Custodian UBS FINANCIAL SERVICES INC. WEEHAWKEN, New Jersey, United States Related to adviser: No

Custodian VENTURE BANK BLOOMINGTON, Minnesota, United States Related to adviser: No

Prime broker CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

CHARLES SCHWAB & CO., INC.
SEC 8-16514

UBS FINANCIAL SERVICES INC.
SEC 8-16267

CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514

Fund details & source

Fund ID: 805-6063986619
Reported beneficial owners: 18
Minimum commitment: $0
Form D file number: 021-1424410

Form ADV 1123280 · Jun 22, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets

Principal office

301 CARLSON PARKWAY, SUITE 103
MINNETONKA, MN, 55305, United States

CRD 151406

Filing source

Form ADV 2073901 · Mar 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.