Cherry Tree Wealth Management, LLC
Cherry Tree Wealth Management, LLC is an SEC registered investment adviser headquartered in Minnetonka, Minnesota. Founded in 2011, the firm employs a team of 12 professionals, the majority of whom are certified financial advisors (CFAs, CFPs, CPAs, etc.). Cherry Tree specializes in holistic financial planning and investment management, primarily serving individuals, families, and some charitable organizations, with a strong focus on personalized, fee-only fiduciary advice. Their services are tailored to help clients manage portfolios, plan cash flows, and execute inter-generational wealth strategies, with an emphasis on value creation, trust, and transparency. Many of their advisors have been recognized as Five Star Wealth Managers repeatedly since 2016.
Investment Strategy
Cherry Tree Wealth Management employs a robust, academically researched wealth management process focusing on building client net worth, efficiently managing cash flows, and serving lifestyle needs alongside inter-generational wealth planning. Portfolios are customized for each client, with an emphasis on low-cost, fee-only investment solutions and transparency. The firm's approach centers around aligning its interests with clients, acting as a fiduciary, and delivering holistic planning, risk-adjusted returns, and peace of mind by leveraging their team’s deep expertise and commitment to ongoing client success.
Top Holdings
Equity Positions (600)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPIB | SPDR SERIES TRUST | 5.21% | $22.4M | 667,254 | $31.99 | $33.58 | -$427.4K |
B BND | VANGUARD BD INDEX FDS | 4.69% | $20.2M | 273,996 | $72.50 | $73.63 | -$656.5K |
S SPSB | SPDR SERIES TRUST | 4.29% | $18.4M | 610,984 | $29.47 | $30.19 | -$676.3K |
V VTV | VANGUARD INDEX FDS | 3.99% | $17.2M | 97,089 | $142.20 | $176.74 | +$150.3K |
V VEA | VANGUARD TAX-MANAGED FDS | 3.74% | $16.1M | 282,425 | $46.78 | $57.01 | +$1.8M |