Investment adviser · CRD 312361
GIVING TREE WEALTH ADVISORS
Investment adviser filing (IA)
SAN RAMON, CA, United States · Form ADV filed Sep 10, 2026
- Regulatory AUM
- $138M Form ADV · Item 5.F
- Client accounts
- 225 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 47 | $85,262,926 | 61.8% |
| Individuals | 170 | $48,731,349 | 35.3% |
| Retirement plans | 8 | $4,002,797 | 2.9% |
Filing source
Form ADV 2131867 · Sep 10, 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
0 Private fundsThe 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: Sep 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
2603 CAMINO RAMON 200SAN RAMON, CA, 94583, United States
CRD 312361
Filing source
Form ADV 2131867 · Sep 10, 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.