TRUSTTREE FINANCIAL LLC

TRUSTTREE FINANCIAL LLC of HUNTERSVILLE, NC is an SEC-registered investment adviser (CRD 287985). Regulatory assets under management: $78.0M.

Registration

• CRD: 287985
• Type: Registered investment adviser
• Location: 8936 NORTHPOINTE EXECUTIVE PARK DR., HUNTERSVILLE, NC, 28078
• Phone: 754-703-6773
• Latest filing: 2026-03-26
• Regulatory AUM: $78.0M
• Discretionary AUM: $78.0M
• Clients: 2
• Accounts: 400

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287985 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search