Cherry Tree Wealth Management, LLC
● SEC registered since 2009CRD 151406SEC# 801-70554Minnetonka, MN
Reg. AUM
$673.5M
Employees
12
Accounts
1,101
Location
Minnetonka, MN
Cherry Tree Wealth Management, LLC assets under management
Cherry Tree Wealth Management, LLC operates as an SEC-registered investment adviser based in Minnetonka, MN. The firm has been registered since 2009. It reports $673.5 million in regulatory assets under management and employs 12 people.
Cherry Tree Wealth Management, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Smith Companies, LLC Control | Managing Member | Over 75% | 2009 |
| Anton Joseph Christianson Control | Chairman | Under 5% | 2009 |
| Conner Gregory Kolodge Control | Investment Advisor And President | Under 5% | 2021 |
| Gordon Fairchild Stofer Control | Non Managing Member | 5-10% | 2009 |
| Jane Marie Bortnem Control | Chief Financial Officer, Treasurer, Secretary & Chief Compliance Officer | Under 5% | 2009 |
| John Charles O'Connor | Chief Investment Officer And Investment Advisor | Under 5% | 2021 |
| Keith Norman Tufte | Investment Advisor | Under 5% | 2009 |
| Kevin James O'Connor | Emeritus Wealth Strategist | Under 5% | 2020 |
| Anton Joseph Christianson Control | Chairman And Member | Over 75% | 1997 |
Frequently asked questions
How much does Cherry Tree Wealth Management, LLC manage?
Cherry Tree Wealth Management, LLC reports $673.5 million in regulatory assets under management on its Form ADV.
How many employees does Cherry Tree Wealth Management, LLC have?
Cherry Tree Wealth Management, LLC reports 12 employees.
Where is Cherry Tree Wealth Management, LLC located?
Cherry Tree Wealth Management, LLC is based in Minnetonka, MN and has been SEC-registered since 2009.
Does Cherry Tree Wealth Management, LLC disclose fund performance?
Cherry Tree Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 301 Carlson Parkway, Suite 103, Minnetonka, MN 55305 |
| Phone | 952-893-9012 |
| Fax | 952-893-9036 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1985414 |
| Discloses disciplinary history | No |
Regulatory AUM
$673.5M▲ 14%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,306 advisers
EmployeesTop 35%
More than 65% of 16,824 advisers
Assets under management
$673.5Mregulatory AUM
Discretionary $643.2MNon-discretionary $30.3M