Cherry Tree Wealth Management Revenue
Investment Management • 
Minnetonka, Minnesota, United States • 1-10 Employees
Cherry Tree Wealth Management revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Key Contact at Cherry Tree Wealth Management
Conner Kolodge
President
Company overview
| Headquarters | 301 Carlson Parkway, Suite 103, Minnetonka, Minnesota 55305, US |
| Phone number | +19522536024 |
| Websites | |
| NAICS | 5231 |
| Keywords | Retirement Planning, Estate Planning, Investment Management, Tax Advice, Investment Advisor, 401K Solutions |
| Employees | 1-10 |
| Socials |
Cherry Tree Wealth Management Email Formats
Cherry Tree Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@cherrytree.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@cherrytree.com | 50% |
{first name}{last name} | johndoe@cherrytree.com | 50% |
About Cherry Tree Wealth Management
The role of Cherry Tree Wealth Management, is to provide exceptional wealth management services to individuals and families who want to simplify their financial lives and desire financial security and peace of mind. We employ a professional and experienced investment team that uses modern, portfolio investment techniques to help families build and maintain their net worth with strategies that have inherently low management costs and, at the same time, minimize taxes. Additionally, we bring an extensive network of relationships with professionals in tax, estate, insurance, and administration that can help families manage all facets of their financial management needs. If you are looking for Cherry Tree & Associates, please visit www.cherrytree.com
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Cherry Tree Wealth Management has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
Cherry Tree Wealth Management has never raised funding before.
Cherry Tree Wealth Management Tech Stack
Discover the technologies and tools that power Cherry Tree Wealth Management's digital infrastructure, from frameworks to analytics platforms.
Hosting
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CDN
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Miscellaneous
Security
Programming languages
South Africa
Spain
Russian Federation
Frequently asked questions
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