David
Pedley
Treetop Wealth Management, LLC
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About this Advisor
David Pedley is a financial advisor based in Winnetka, Illinois, working with Treetop Wealth Management, LLC. David has previously held a position at Treetop Wealth Management, LLC. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, David is part of Treetop Wealth Management, LLC, which operates out of Winnetka, Illinois. The firm has 3 employees and manages assets totaling $160.0 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Treetop Wealth Management, LLC includes asset-based and commission-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Treetop Wealth Management, LLC Brokerage Details
$160,000,000
3
350
$457,143
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Pedley Work History
Treetop Wealth Management, LLC
Disclosures
Please visit the SEC profile of David Pedley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Treetop Wealth Management, LLC
Winnetka, IL
Winnetka, IL
Winnetka, IL
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