Cherry Tree Wealth Management LLC
Legal Name: CHERRY TREE WEALTH MANAGEMENT, LLC
Full Contact Details
Cherry Tree Wealth Management LLC
301 CARLSON PARKWAY, SUITE 103, MINNETONKA, MN
952-893-9012
952-893-9036
Other Info
Cherry Tree Wealth Management, LLC, is a Delaware-based Limited Liability Company that was approved by the U.S. Securities and Exchange Commission in September 2009. With eight employees currently serving in advisory roles out of a total of 11, the number of clients served by the firm remains unknown.
Cherry Tree | Investment Banking
Cherry Tree & Associates is a Minneapolis-based private investment banking firm with more than four decades of transaction experience. Our focus is Sell-Side and Buy-Side M&A engagements with middle market companies.
Direct Owners
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ADAM SMITH COMPANIES, LLC
MANAGING MEMBER owns 75% or more
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ANTON JOSEPH CHRISTIANSON
CHAIRMAN owns less than 5%
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GORDON FAIRCHILD STOFER
NON MANAGING MEMBER owns more than 5% but less than 10%
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JANE MARIE BORTNEM
CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER owns less than 5%
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KEITH NORMAN TUFTE
CHIEF INVESTMENT OFFICER AND PRESIDENT owns less than 5%
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KEVIN JAMES O'CONNOR
VICE CHAIRMAN owns less than 5%
Indirect Owners
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ANTON JOSEPH CHRISTIANSON
CHAIRMAN AND MEMBER owns 75% or more