Investment adviser · CRD 313471

ELDER TREE WEALTH MANAGEMENT

Investment adviser filing (IA)

ELDER TREE WEALTH MANAGEMENT, INC.

PALO ALTO, CA, United States · Form ADV filed Dec 16, 2021

Employees
0
Reported in this filing
Advisory professionals
0
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

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

This filing answers No to private funds.

Services & filing details

Most recent filing: Dec 16, 2021. View historical filings

Reported services

Not reported in these imported fields

Compensation

Percentage of assets

Principal office

C/O PAUL HASTINGS, 1117 S. CALIFORNIA AVE
PALO ALTO, CA, 94304, United States

CRD 313471

Filing source

Form ADV 1584728 · Dec 16, 2021 · 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.