Company Information

Get to know Treehouse Management, LLC

Treehouse Management, LLC is a U.S. Securities and Exchange Commission (SEC) Registered Investment Adviser founded by Adam Lieb and Adam Faze. The firm provides discretionary investment management and financial planning services tailored to the needs of modern families and individuals. Their investment philosophy is rooted in long-term, evidence-based strategies, utilizing a diversified portfolio of low-cost index funds and ETFs. As a fee-only fiduciary, their mission is to provide transparent, unbiased financial advice aligned solely with their clients' best interests.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Treehouse Management, LLC

United States

Founded in

2015 (11 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.