Cherry Tree Wealth Management, LLC

Business address
301 Carlson Parkway, Suite 103, Minnetonka, MN, 55305
Top securities (13F)
SPIB, BND, SPSB, VTV, VEA, IVV, VYM, FLRN, DFAC, VBR, VB, VCSH, VEU, FNDF, BSV, VTIP, FNDC, VYMI, AVLV, and VWO
State of incorporation
MN
Fiscal year end
31 December
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Cherry Tree Wealth Management, LLC has filed 10 SEC EDGAR filings since 09 Aug 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 24 Nov 2025 30 Sep 2025 028-23331
13F-HR Open Document Open Filing 05 Aug 2025 30 Jun 2025 028-23331
13F-HR Open Document Open Filing 21 Apr 2025 31 Mar 2025 028-23331
13F-HR Open Document Open Filing 04 Feb 2025 31 Dec 2024 028-23331
13F-HR Open Document Open Filing 12 Nov 2024 30 Sep 2024 028-23331
13F-HR Open Document Open Filing 06 Aug 2024 30 Jun 2024 028-23331
13F-HR Open Document Open Filing 01 May 2024 31 Mar 2024 028-23331
13F-HR Open Document Open Filing 06 Feb 2024 31 Dec 2023 028-23331
13F-HR Open Document Open Filing 14 Nov 2023 30 Sep 2023 028-23331
13F-HR Open Document Open Filing 09 Aug 2023 30 Jun 2023 028-23331