# CHERRY TREE WEALTH MANAGEMENT, LLC

CHERRY TREE WEALTH MANAGEMENT, LLC of MINNETONKA, MN is an SEC-registered investment adviser.

## Registration

- CRD: 151406
- Type: SEC-registered investment adviser
- SEC file number: 801-70554
- Location: 301 CARLSON PARKWAY, SUITE 103, MINNETONKA, MN, 55305
- Phone: 952-893-9012
- Latest filing: 2026-03-27
- Regulatory AUM: $673.5M
- Discretionary AUM: $643.2M
- Non-discretionary AUM: $30.3M
- Clients: 12
- Accounts: 1,101

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Keith Norman Tufte | INVESTMENT ADVISOR | — |
| Kevin James O'Connor | EMERITUS WEALTH STRATEGIST | — |
| Jane Marie Bortnem | CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER | — |
| Anton Joseph Christianson | CHAIRMAN; CHAIRMAN AND MEMBER | — |
| Gordon Fairchild Stofer | NON MANAGING MEMBER | — |
| Conner Gregory Kolodge | INVESTMENT ADVISOR AND PRESIDENT | — |
| John Charles O'Connor | CHIEF INVESTMENT OFFICER AND INVESTMENT ADVISOR | — |
| STOFER GORDON FAIRCHILD | MEMBER; MEMBER OF ADAM SMITH MANAGEMENT AND ADAM SMITH ADVISORS; NON MANAGING MEMBER | — |
| CHRISTIANSON ANTON JOSEPH | CHAIRMAN; CHAIRMAN AND MEMBER; CHAIRMAN OF ALL ENTITIES; PRESIDENT OF ADAM SMITH MANAGEMENT | — |
| BORTNEM JANE MARIE | CHIEF FINANCIAL OFFICER, TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER; TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER; TREASURER, SECRETARY & CHIEF COMPLIANCE OFFICER OF ALL ENTITIES | — |
| GEARTY THOMAS MICHAEL | MEMBER OF TRUSTED FINANCIAL PARTNERS | — |
| O'CONNOR KEVIN JAMES | EMERITUS WEALTH STRATEGIST; PRESIDENT; PRESIDENT AND MEMBER OF TRUSTED FINANCIAL PARTNERS, VICE CHAIRMAN OF ADAM SMITH ADVISORS (+1 more) | — |
| TUFTE KEITH NORMAN | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER AND PRESIDENT; CHIEF INVESTMENT OFFICER OF ADAM SMITH ADVISORS AND TRUSTED FINANCIAL PARTNERS; PRESIDENT OF ADAM SMITH ADVISORS (+1 more) | — |
| KOLODGE CONNER GREGORY | INVESTMENT ADVISOR | — |
| O'CONNOR JOHN CHARLES | CHIEF INVESTMENT OFFICER AND INVESTMENT ADVISOR; INVESTMENT ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151406/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151406/similar
- Related entities: https://search.stillhousedata.com/firm/151406/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151406

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.