DFX Intelligence

C••••• B•••• W••••• M•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

C••••• B•••• W••••• M•••••••••

C••••• B•••• TREE LLC, CRD 151476

BLOOMFIELD HILLS, MI

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Search this name across graphsid dfx:ria:9198bc66-0fd3-3de7-43a9-19236c015369

Data as of Mar 22, 2017 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 18, 2011 to Mar 22, 2017
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $95.1M••• Locked
Discretionary RAUM: $92.6M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••• W••••••• J••••	CEO, MEMBER	E	yes	08/2009	Nov 18, 2011	Mar 22, 2017

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$95.1M	$199M	-52.3%	$245M	-27.1%	4	5	n/a	n/a

Relationships

Controls (1)

← B••••• W••••••• J••••OwnerCEO, MEMBER, ownership code E, individual
Nov 18, 2011 to presentfactForm ADV

Registered with (3)

← D•••• B••••Advisorregistration: previous registration
Jan 7, 2011 to Sep 2, 2016factForm ADV
← J••• P•••••Advisorregistration: previous registration
Dec 16, 2009 to Dec 3, 2010factForm ADV
← S•••••••• J••• C•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9198bc66-0fd3-3de7-43a9-19236c015369
First observed: Nov 18, 2011
Last observed: Mar 22, 2017 115 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.