RIA Intel›Advisers›Michigan›WHITE TREE WEALTH, LLC

WHITE TREE WEALTH, LLC

Advisory

MI

Data as of Jul 2, 2026 · Source: SEC Form ADV

Average account
$3M
across 4 accounts
AUM per adviser
$11M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 2, 2026.

Total AUM
$11M
Discretionary %
100%
Clients
5
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$11M
Discretionary AUM$11M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

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

NAMESAKE GROUP LLC
$11M
KENNEDY INVESTMENT COUNSEL LLC
$12M
ISADORE PRIVATE WEALTH, LLC
TRAVERSE CITY, MI
$12M
THE FINANCIAL PLANNING COMPANY LLC
$12M
R.J. SUTTS & COMPANY
$11M
FINEBERG WEALTH MANAGEMENT, LLC
$11M

Get the full picture on WHITE TREE WEALTH, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WHITE TREE WEALTH, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans