On January 2, 2025, Treehouse Wealth Advisors announced that it acquired The Humphreys Group.
Treehouse Wealth Advisors (“Treehouse”) announced on January 2, 2025, that it acquired The Humphreys Group (“Humphreys”). The merged organization will operate across Walnut Creek, CA, and San Francisco offices as Treehouse. Further terms of the deal were not disclosed.
Treehouse, based in Walnut Creek, California, is a registered investment advisor offering investment and financial planning services. As of January 2025, Treehouse had approximately $184.7 million in assets under management.
Humphreys, based in San Francisco, is a wealth management firm offering financial planning and investment management services with a focus on ESG investing. Humphreys manages approximately $283.6 million in client assets.
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