Treetop Wealth Management, LLC

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Client assets under management

$210,000,000

Clients

100

50% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$2,100,000

About

TreeTop Wealth Management provides discretionary wealth management and comprehensive financial planning to individuals (including high‑net‑worth clients), small businesses, pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations. Services described in the brochure include portfolio management, retirement and estate planning, tax and insurance planning, and ongoing monitoring with quarterly reviews.

The firm emphasizes a risk‑management, client‑specific approach that starts with interviews and questionnaires to define goals and tolerance, then implements tailored asset allocation using actively managed mutual funds, ETFs, bonds and alternative investments. Advisors act as fiduciaries for retirement accounts, generally manage portfolios on a discretionary basis, and use Fidelity as the primary custodian while conducting regular account reviews.

A notable feature is that some advisory affiliates are also licensed insurance agents who may, in their individual capacities, recommend and sell insurance products on a commission basis — a practice the brochure discloses as a potential conflict and indicates consumes roughly ten percent of advisors’ time. The three‑partner firm is staffed by CFP® professionals with prior experience at Fidelity and reports about $185 million in assets under management for roughly 100 clients, which may affect the firm’s operational scale and specialization compared with peers.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Wealth management

Main office location

Treetop Wealth Management, LLC

One Northfield Plaza, Suite 106

Northfield IL 60093, United States

Number of offices

Most active in

Illinois

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 847-386-6707

Advisors at this firm

Patrick N

CFP®, Series 63, Series 66

Northfield, IL

Treetop Wealth Management, LLC

Patrick Nord is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Treetop Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and is based in Northfield, IL. Treetop Wealth Management provides discretionary wealth management and comprehensive financial planning to individuals, small businesses, and various institutional clients. The firm employs a risk-management, client-specific approach with tailored asset allocation using actively managed mutual funds, ETFs, bonds, and alternative investments.

General retirement planning Wealth management

Kevin Y

CFP®, Series 63, Series 66

Northfield, IL

Treetop Wealth Management, LLC

Kevin Yeoman is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Treetop Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and is based in Northfield, Illinois. Treetop Wealth Management provides discretionary wealth management and comprehensive financial planning services to individuals, small businesses, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes a risk-management, client-specific approach and uses tailored asset allocation with actively managed mutual funds, ETFs, bonds, and alternative investments.

General retirement planning Wealth management

David P

Series 63, Series 66

Northfield, IL

Treetop Wealth Management, LLC

David Pedley is a financial advisor with Treetop Wealth Management, LLC in Northfield, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Treetop Wealth Management since 2010. Treetop Wealth Management provides discretionary wealth management and comprehensive financial planning to individuals, small businesses, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm uses a risk-management, client-specific approach to develop tailored asset allocations with actively managed mutual funds, ETFs, bonds, and alternative investments, managing portfolios primarily on a discretionary basis.

General retirement planning Wealth management

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