David
Pedley
Treetop Wealth Management, LLC
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About this Advisor
David Pedley is a financial advisor based out of Winnetka, Illinois with a total of 13 years of industry experience. Pedley is currently employed by Treetop Wealth Management, LLC. They have been employed by Treetop Wealth Management, Llc for their whole career. Pedley maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to work in Illinois. Treetop Wealth Management, LLC is a financial advisory business that has its headquarters in Winnetka, IL. It oversees $140 million in assets under management between its 300 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 300 customer accounts, 53% belong to high-net-worth clients who have more than $1 million in investable assets. Treetop Wealth Management, LLC provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules typically vary depending on the services offered. However, fee types charged by Treetop Wealth Management, LLC likely are comprised of any combination of asset-based and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Treetop Wealth Management, LLC Brokerage Details
$140,000,000
3
300
$466,667
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Pedley Work History
David has been registered as a financial advisor for 13 years.*
Treetop Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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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