Treehouse Wealth Advisors

Treehouse Wealth Advisors, operated by Garrison Point Advisors, LLC, is a registered investment advisor based in Walnut Creek, CA. Established under the Investment Advisers Act of 1940, the firm offers discretionary portfolio management services tailored to clients' needs. Clients grant discretionary authority for investment decisions, including security selection and transactions. Non-discretionary services are also available, requiring client approval before transactions. The firm provides financial consulting, wealth planning, and investment advice on various securities, including equity, mutual funds, and municipal securities. Notably, Treehouse Wealth Advisors acquired The Humphreys Group in December 2024, known for promoting women's economic empowerment. The firm manages over $536 million in client assets, with fees ranging from 0.25% to 1.50% based on assets under management. Clients receive quarterly fee invoices and may terminate agreements with 30 days' notice. The firm does not accept performance-based fees, engages in aggregated trading, and does not vote proxies on behalf of clients. Clients' assets are held with qualified custodians, and the firm does not have physical custody. Additionally, the firm may recommend IRA rollovers, presenting potential conflicts of interest. Clients are encouraged to consult with tax professionals before making decisions.