RIA Intel›Advisers›Oregon›TREELINE FINANCIAL PLANNING LLC

TREELINE FINANCIAL PLANNING LLC

Advisory

Data as of Mar 20, 2026 · Source: SEC Form ADV

Average account

$172K

across 102 accounts

AUM per adviser

$18M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$18M

Discretionary %

89.3%

Clients

36

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$18M

Discretionary AUM$16M

Non-Discretionary AUM$2M

Discretionary %89.3%

Total Clients36

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

36 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

WILD RIVERS FINANCIAL SERVICES, LLC

BROOKINGS, OR

$18M

SOMERSET WEALTH MANAGEMENT, LLC

PORTLAND, OR

$17M

PONDEROSA INVESTMENT GROUP, LLC

$17M

THISTLE WEALTH LLC

CORVALLIS, OR

$18M

ATHERTON INVESTMENT MANAGEMENT , LLC

$18M

HUNTER INVESTMENT SERVICES LLC

$18M

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