A complete list of active advisors currently associated with Treeview Capital
Warmer can help you find a great advisor at Treeview Capital or one who fits your needs even better.
Treeview Capital provides fee-based, non-discretionary investment advice primarily through an interactive website to individuals, trusts, employer-sponsored plans, estates, charitable organizations, and other legal entities. The firm focuses on recommending institutional and private-market investment funds, including registered interval funds and tender-offer funds that offer exposure to private equity, private credit, real estate, infrastructure, and similar alternative strategies. Treeview’s recommendations are generated by deterministic, rules-based software that uses an authenticated Investment Profile collecting investment horizon, risk tolerance, liquidity needs, investment experience, intended private-market allocation, income, net worth, and separately verified investor eligibility; clients must complete and confirm the profile at least annually and may update it at any time. Advice is non-discretionary: clients retain sole authority to accept or reject recommendations, must link a Charles Schwab brokerage account to implement investments, and Treeview separately verifies eligibility before permitting investments in restricted funds. The firm’s internet-first model and closed recommendation workflow—where clients cannot browse or request funds outside the software’s recommendations and the platform retains the profile inputs used for each recommendation—are uncommon for independent solo advisers. Treeview also conducts quarterly platform updates that compare linked billable holdings against current criteria and provides written notifications reviewed by firm personnel when holdings no longer meet those criteria; it operates a fee-rebate referral program offering non-cash advisory-fee credits and, as of September 30, 2026, oversees only non-discretionary client assets (approximately $18.3M).
To learn more about the advisors currently working at Treeview Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mill Creek, WA
| 5
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)