Active
CHERRY TREE WEALTH MANAGEMENT, LLC
Investment Advice|MINNETONKA, MN
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$593.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 567.1M |
| Non-Discretionary | 26.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 151406 |
| SEC Number | 801-70554 |
| Street Address | 301 CARLSON PARKWAY |
| Street Address 2 | SUITE 103 |
| Location | MINNETONKA, MN 55305 |
| Country | United States |
| Phone | 952-893-9012 |
| Fax | 952-893-9036 |
| Total Employees | 12 |
| Business Types | insurance_broker |
Client Count by Type (326 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 264 |
| Charitable Organizations | 31 |
| High Net Worth Individual… | 23 |
| Pension/Profit Sharing Pl… | 7 |
| State/Municipal Govt Enti… | 1 |
Community Partners
CITY OF CARVER
CITY OF CHANHASSEN
CITY OF CHASKA
CITY OF COLOGNE
CITY OF EDEN PRAIRIE
CITY OF MAYER
CITY OF MINNETONKA
CITY OF NEW GERMANY
CITY OF NORWOOD YOUNG AMERICA
CITY OF VICTORIA
CITY OF WACONIA A MN MUN CORP
CITY OF WATERTOWN
COUNTY OF CARVER
TOWNSHIP OF BENTON
TOWNSHIP OF CAMDEN
TOWNSHIP OF DAHLGREN
TOWNSHIP OF HANCOCK
TOWNSHIP OF HOLLYWOOD
TOWNSHIP OF LAKETOWN
TOWNSHIP OF SAN FRANCISCO
CITY OF CARVER
CITY OF CHANHASSEN
CITY OF CHASKA
CITY OF COLOGNE
CITY OF EDEN PRAIRIE
CITY OF MAYER
CITY OF MINNETONKA
CITY OF NEW GERMANY
CITY OF NORWOOD YOUNG AMERICA
CITY OF VICTORIA
CITY OF WACONIA A MN MUN CORP
CITY OF WATERTOWN
COUNTY OF CARVER
TOWNSHIP OF BENTON
TOWNSHIP OF CAMDEN
TOWNSHIP OF DAHLGREN
TOWNSHIP OF HANCOCK
TOWNSHIP OF HOLLYWOOD
TOWNSHIP OF LAKETOWN
TOWNSHIP OF SAN FRANCISCO
CITY OF CARVER
CITY OF CHANHASSEN
CITY OF CHASKA
CITY OF COLOGNE
CITY OF EDEN PRAIRIE
CITY OF MAYER
CITY OF MINNETONKA
CITY OF NEW GERMANY
CITY OF NORWOOD YOUNG AMERICA
CITY OF VICTORIA
CITY OF WACONIA A MN MUN CORP
CITY OF WATERTOWN
COUNTY OF CARVER
TOWNSHIP OF BENTON
TOWNSHIP OF CAMDEN
TOWNSHIP OF DAHLGREN
TOWNSHIP OF HANCOCK
TOWNSHIP OF HOLLYWOOD
TOWNSHIP OF LAKETOWN
TOWNSHIP OF SAN FRANCISCO
Municipal Government
23 Active
23
Organizations
CARVER COUNTY HOUSING AND REDEVELOPMENT AUTHORITY
CARVER SOIL AND WATER CONSERVATION DISTRICT
MINNEHAHA CREEK WATERSHED DISTRICT
RILEY-PURGATORY-BLUFF CREEK WATERSHED DISTRICT
SOUTHWEST TRANSIT
CARVER COUNTY HOUSING AND REDEVELOPMENT AUTHORITY
CARVER SOIL AND WATER CONSERVATION DISTRICT
MINNEHAHA CREEK WATERSHED DISTRICT
RILEY-PURGATORY-BLUFF CREEK WATERSHED DISTRICT
SOUTHWEST TRANSIT
CARVER COUNTY HOUSING AND REDEVELOPMENT AUTHORITY
CARVER SOIL AND WATER CONSERVATION DISTRICT
MINNEHAHA CREEK WATERSHED DISTRICT
RILEY-PURGATORY-BLUFF CREEK WATERSHED DISTRICT
SOUTHWEST TRANSIT
Special District
5 Active
5
Organizations
CARVER COUNTY INDEPENDENT SCHOOL DISTRICT 108
CENTRAL IND SCH DIST 108
CHASKA PUBLIC SCHOOL DISTRICT 112
COLOGNE ACADEMY
EASTERN CARVER COUNTY ISD 112
EDEN PRAIRIE SCHOOL DISTRICT 272
WACONIA SCH DIST 110
WATERTOWN MAYER SCH DIST 111
CARVER COUNTY INDEPENDENT SCHOOL DISTRICT 108
CENTRAL IND SCH DIST 108
CHASKA PUBLIC SCHOOL DISTRICT 112
COLOGNE ACADEMY
EASTERN CARVER COUNTY ISD 112
EDEN PRAIRIE SCHOOL DISTRICT 272
WACONIA SCH DIST 110
WATERTOWN MAYER SCH DIST 111
CARVER COUNTY INDEPENDENT SCHOOL DISTRICT 108
CENTRAL IND SCH DIST 108
CHASKA PUBLIC SCHOOL DISTRICT 112
COLOGNE ACADEMY
EASTERN CARVER COUNTY ISD 112
EDEN PRAIRIE SCHOOL DISTRICT 272
WACONIA SCH DIST 110
WATERTOWN MAYER SCH DIST 111
School District
8 Active
8
Organizations
1984 CHRISTMAS TREE CLUB INC
2000-WATT SOCIETY
2019 COOPERSTOWN DREAM TEAM
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
A BETTER SOCIETY
ACADEMY FOR YOUNG LEADERS
ACADEMY OF CONSTRUCTION ENGINEERING SCIENCES
ACADEMY OF SURGICAL RESEARCH
ACADEMY OF WHOLE LEARNING
ACCELERATE CULTURE EXCHANGE
ACCRA CARE INC
ACCRA HOME CARE INC
ACCRA HOME HEALTH INC
Achievement Rewards for College Sci
1984 CHRISTMAS TREE CLUB INC
2000-WATT SOCIETY
2019 COOPERSTOWN DREAM TEAM
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
A BETTER SOCIETY
ACADEMY FOR YOUNG LEADERS
ACADEMY OF CONSTRUCTION ENGINEERING SCIENCES
ACADEMY OF SURGICAL RESEARCH
ACADEMY OF WHOLE LEARNING
ACCELERATE CULTURE EXCHANGE
ACCRA CARE INC
ACCRA HOME CARE INC
ACCRA HOME HEALTH INC
Achievement Rewards for College Sci
1984 CHRISTMAS TREE CLUB INC
2000-WATT SOCIETY
2019 COOPERSTOWN DREAM TEAM
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
A BETTER SOCIETY
ACADEMY FOR YOUNG LEADERS
ACADEMY OF CONSTRUCTION ENGINEERING SCIENCES
ACADEMY OF SURGICAL RESEARCH
ACADEMY OF WHOLE LEARNING
ACCELERATE CULTURE EXCHANGE
ACCRA CARE INC
ACCRA HOME CARE INC
ACCRA HOME HEALTH INC
Achievement Rewards for College Sci
Nonprofit Organization
1402 Active
1402
Organizations
Community Partners86 organizations
CITY OF CARVER
Municipal Government·CARVER
CITY OF CHASKA
Municipal Government·CHASKA
CITY OF MINNETONKA
Municipal Government·MINNETONKA
CITY OF NEW GERMANY
Municipal Government·NEW GERMANY
CITY OF WACONIA A MN MUN CORP
Municipal Government·WACONIA
COUNTY OF CARVER
Municipal Government·CHASKA
TOWNSHIP OF BENTON
Municipal Government·NORWOOD YOUNG AMERICA
TOWNSHIP OF HANCOCK
Municipal Government·COLOGNE
TOWNSHIP OF HOLLYWOOD
Municipal Government·WATERTOWN
TOWNSHIP OF WACONIA
Municipal Government·COLOGNE
TOWNSHIP OF WATERTOWN
Municipal Government·WATERTOWN
TOWNSHIP OF YOUNG AMERICA
Municipal Government·NORWOOD
SOUTHWEST TRANSIT
Special District·EDEN PRAIRIE
CARVER COUNTY INDEPENDENT SCHOOL DISTRICT 108
School District·NORWOOD YOUNG AMERICA
CHASKA PUBLIC SCHOOL DISTRICT 112
School District·CHASKA
COLOGNE ACADEMY
School District·COLOGNE
1984 CHRISTMAS TREE CLUB INC
Nonprofit Organization·Chaska
2000-WATT SOCIETY
Nonprofit Organization·Watertown
2019 COOPERSTOWN DREAM TEAM
Nonprofit Organization·Waconia
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Eden Prairie
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Eden Prairie
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Cologne
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Cologne
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Eden Prairie
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Cologne
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Cologne
A BETTER SOCIETY
Nonprofit Organization·CHANHASSEN
ACADEMY FOR YOUNG LEADERS
Nonprofit Organization·Eden Prairie
ACADEMY OF CONSTRUCTION ENGINEERING SCIENCES
Nonprofit Organization·Eden Prairie
ACADEMY OF SURGICAL RESEARCH
Nonprofit Organization·MINNETONKA
ACADEMY OF WHOLE LEARNING
Nonprofit Organization·MINNETONKA
ACCELERATE CULTURE EXCHANGE
Nonprofit Organization·Chaska
ACCRA CARE INC
Nonprofit Organization·MINNETONKA
ACCRA HOME CARE INC
Nonprofit Organization·MINNETONKA
ACCRA HOME HEALTH INC
Nonprofit Organization·MINNETONKA
Achievement Rewards for College Sci
Nonprofit Organization·EDEN PRAIRIE
ACORN FOUNDATION
Nonprofit Organization·CHANHASSEN
ACT UNITED
Nonprofit Organization·Chaska
ADATH JESHURUN CONGREGATION
Nonprofit Organization·MINNETONKA
ADLER GRADUATE SCHOOL
Nonprofit Organization·MINNETONKA
ADOPT ME DOG RESCUE
Nonprofit Organization·Minnetonka
AEON FOR OCEAN
Nonprofit Organization·Eden Prairie
AFRO CONNECTIONS
Nonprofit Organization·COLOGNE
AFROGREEN ENERGY
Nonprofit Organization·Eden Prairie
AGAINST THE ODDS INC
Nonprofit Organization·CHASKA
AGAPE CHRISTI ACADEMY
Nonprofit Organization·EDEN PRAIRIE
AGAPE SANCTUARY
Nonprofit Organization·Minnetonka
AGLOW THEATER
Nonprofit Organization·CHANHASSEN
AHH-TISM SMILES
Nonprofit Organization·Minnetonka
AKADIMI FOUNDATION
Nonprofit Organization·MINNETONKA
A'KALA FAMILY FOUNDATION
Nonprofit Organization·COLOGNE
ALLIANCE FOR WILDLIFE & CONSERVATION INC
Nonprofit Organization·CHANHASSEN
ALPHA NEWS
Nonprofit Organization·MINNETONKA
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Minnetonka
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Minnetonka
AMAZONA SOCIETY
Nonprofit Organization·Eden Prairie
AMERICAN ASSOCIATION OF HEALTHCARE ADMINSTRATIVE MANAGEMENT GOPHER CHAPTER
Nonprofit Organization·CHASKA
AMERICAN BAPTIST HOMES OF THE MIDWEST
Nonprofit Organization·EDEN PRAIRIE
AMERICAN BAPTIST HOMES OF THE MIDWEST
Nonprofit Organization·EDEN PRAIRIE
AMERICAN CITIZENS FOR HEALTH CHOICE
Nonprofit Organization·EDEN PRAIRIE
AMERICAN COLLEGE OF DENTISTS
Nonprofit Organization·Chanhassen
AMERICAN COUNCIL OF ENGINEERING
Nonprofit Organization·MINNETONKA
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Minnetonka
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Chaska
AMERICAN FLEXIBLE PRODUCTS INC
Nonprofit Organization·CHASKA
AMERICAN LEGION
Nonprofit Organization·NORWOOD