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RIA Intelligence

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SEC-registered adviser

T••••••• C••••••

No RAUM reportedCRD 334591SEC 801-132184websiteIAPD
Legal name T••••••• C•••••• M••••••••• L••
Latest filing Jul 7, 2026
First filing on the tape Feb 19, 2025 · 5 filings
SEC status approved since Mar 17, 2025
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$0 as of Jul 7, 2026
Feb 19, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Jul 7, 2026
Feb 19, 20251 then
Employees (5.A)1 as of Jul 7, 2026
Feb 19, 20251 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Jul 7, 2026; every figure names its basis
Archetypes, each a printed rule
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$0derivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
otherreportedItem 5.E
Advisory activities
portfolio management for individualsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
0reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
n/areported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
M••••• H••••• B••••••Mill Creek, WaMar 17, 202515 y2
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • B••••••• M•••••• H••••• · Principal, Chief Compliance Officer, And Investment Advisor Representative
      since 01/2025 · owns less than 5%
    Entity owners
    • B•••••• H••••••• L•• · Owner
      direct · owns 75% or more
    Related persons
    Schedule D 7.A
    No related person reported.
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Individual clients · 2 to 0
      May 23, 2025 to Mar 5, 2026
    • Individual RAUM · 0.0 to unset
      May 23, 2025 to Mar 5, 2026
    • Charity clients · unset to 0.0
      Feb 19, 2025 to May 23, 2025
    • Corporate clients · unset to 0.0
      Feb 19, 2025 to May 23, 2025
    • HNW clients · unset to 0.0
      Feb 19, 2025 to May 23, 2025
    • Individual clients · unset to 2.0
      Feb 19, 2025 to May 23, 2025
    • Pension plan clients · unset to 0.0
      Feb 19, 2025 to May 23, 2025
    • Pooled vehicle clients · unset to 0.0
      Feb 19, 2025 to May 23, 2025
    • Financial planning clients · unset to
      Feb 19, 2025 to May 23, 2025
    • Individual RAUM · unset to 0.0
      Feb 19, 2025 to May 23, 2025
    Signals
    No event on the tape.
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Firm profile
    linkedin.com/company/treeview-capitalreportedpublic record, Form ADV, Sep 21, 2026
    Website
    t•••••••.capitalreportedpublic record, Form ADV, Sep 21, 2026
    Principal office phone
    425-236-4914reportedpublic record, Form ADV, Jul 7, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    No RAUM reportedderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026