Giving Tree Wealth Advisors registers with the SEC (San Ramon, CA)

New SEC-registered adviser · CRD 312361 · 801-137000 · effective 2026-08-27

Effective 2026-08-27. 2 employees (2 advisory), $138M regulatory AUM across 225 accounts. Notice-filed in CA, NE, NV, TX. Partnership (CA).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.