Treehouse Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$572,065,708
Clients
267
Advisors
5
of 10 employees
About
Treehouse Wealth Advisors (Garrison Point Advisors, LLC dba Treehouse Wealth Advisors) manages roughly $597 million for a client base that includes individual and high‑net‑worth clients, pension and charitable entities, and corporations. The firm offers discretionary and non‑discretionary portfolio management, financial consulting, and wealth planning services that include estate planning, trustee oversight, integrated tax planning, family philanthropy, and lifestyle management.
Investment advice is tailored to each client’s objectives and may use a mix of charting, technical and fundamental analysis with both long‑ and short‑term strategies; the firm may also recommend third‑party money managers and treats cash/money‑market allocations as a distinct asset class. The brochure states the firm uses AI to support research and parts of the investment management process but restricts AI from directing investment decisions and requires human review and supervision of AI outputs.
The firm’s disclosures highlight some practices that distinguish it from many peers: it describes arrangements to compensate outside solicitors for client introductions and the associated disclosure requirements, and it documents access to custodial and third‑party research and products that can be used in client materials. The brochure also discusses exposure to investments and products that may employ leverage or borrowing and sets out policies (including trading aggregation and directed brokerage through custodians) intended to manage related conflicts.
Client services
Expertise
Fee options
0.25% to 1.50% annually (negotiable based on individual client contract and asset size)
Main office
1600 S Main St., Suite 195
Walnut Creek CA 94596
Advisors at this office
5
Most active in
California · Hawaii · Maryland · New Mexico · New York · Oregon · Texas · Washington
Also doing business as
Garrison Point Advisors · Garrison Point Advisors, LLC · Treehouse Wealth Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Stacey L
CFP®, ChFC®, Series 63, Series 66
Walnut Creek, CA
Treehouse Wealth Advisors
Stacey Liu is a CFP® and ChFC® with 12 years of experience in the financial industry. She currently works at Treehouse Wealth Advisors and has held roles at Garrison Point Advisors, LLC, San Francisco Sentry Investment Group, and SF Sentry Securities, Inc. Treehouse Wealth Advisors manages approximately $597 million for a diverse client base that includes individuals, high-net-worth clients, pension and charitable entities, and corporations. The firm provides tailored portfolio management, financial consulting, and wealth planning services, using a combination of technical and fundamental analysis, supported by AI-assisted research with human oversight.
Alexis O
CFP®
Walnut Creek, CA
Treehouse Wealth Advisors
Alexis Olian is a CFP® professional with 10 years of experience in financial advising. She currently works with Treehouse Wealth Advisors and previously spent 12 years at The Humphreys Group. Treehouse Wealth Advisors manages approximately $597 million for individual and high-net-worth clients, pension and charitable entities, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial consulting, and wealth planning services, utilizing a combination of technical and fundamental analysis alongside AI-supported research under human supervision.
Andrew S
Series 66
Walnut Creek, CA
Treehouse Wealth Advisors
Andrew Skinner is a financial advisor with Treehouse Wealth Advisors in Walnut Creek, CA. He holds a Series 66 designation and has 26 years of industry experience, including prior roles at Merrill, San Francisco Sentry Investment Group, and Garrison Point Advisors. Outside of advisory work, he is also a licensed insurance agent specializing in fixed life, fixed annuities, disability, and long-term care products. Treehouse Wealth Advisors manages approximately $597 million for a diverse client base, including individuals, high-net-worth clients, pension and charitable entities, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial consulting, and wealth planning services, employing a combination of technical and fundamental analysis supported by AI, with human oversight.
Diane B
CFP®
Walnut Creek, CA
Treehouse Wealth Advisors
Diane Bourdo is a CFP® professional with 30 years of industry experience. She has worked at The Humphreys Group from 1989 to 2025 before joining Treehouse Wealth Advisors, where she is part of a five-advisor team. Treehouse Wealth Advisors provides discretionary and non-discretionary portfolio management, financial consulting, and comprehensive wealth planning to individual and high-net-worth clients. The firm’s investment process incorporates technical and fundamental analysis and offers estate, tax-integrated planning, family philanthropy, and trustee oversight services.
Christopher R
Series 65
Walnut Creek, CA
Treehouse Wealth Advisors
Christopher Ruane is a financial advisor at Treehouse Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at BlackSand Capital and Insight Resource Group. Treehouse Wealth Advisors manages approximately $597 million for a diverse client base, including individuals, high-net-worth clients, pension and charitable entities, and corporations. The firm offers portfolio management, financial consulting, and wealth planning services, using a mix of technical and fundamental analysis supported by AI tools subject to human oversight.
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