Cherry Tree Wealth Management (formerly Adam Smith Advisors) Employee Directory

Investment ManagementMinnesota, United States2-10 Employees

The role of Cherry Tree Wealth Management, is to provide exceptional wealth management services to individuals and families who want to simplify their financial lives and desire financial security and peace of mind. We employ a professional and experienced investment team that uses modern, portfolio investment techniques to help families build and maintain their net worth with strategies that have inherently low management costs and, at the same time, minimize taxes. Additionally, we bring an extensive network of relationships with professionals in tax, estate, insurance, and administration that can help families manage all facets of their financial management needs.

If you are looking for Cherry Tree & Associates, please visit www.cherrytree.com

Find Cherry Tree Wealth Management (formerly Adam Smith Advisors) employees' phone numbers or email addresses

Cherry Tree Wealth Management (formerly Adam Smith Advisors) Global Highlights

North America
10

United States Of America
10

Europe
3

United Kingdom Of Great Britain And Northern Ireland
2
Sweden
1

Asia
2

India
1
United Arab Emirates
1

Cherry Tree Wealth Management (formerly Adam Smith Advisors)'s Leadership

J. O.
Chief Investment Officer
Mobile Phone
Email
N. S.
Chief Advisor And Founder Director
Mobile Phone
Email
N. C.
Co-Founder
Mobile Phone
Email
A. N.
Client Services Manager
Mobile Phone
Email
R. D.
Principal
Mobile Phone
Email
J. K.
Investment Advisor
Mobile Phone
Email
J. F.
Financial Advisor
Mobile Phone
Email
E. A.
Investment Advisor
Mobile Phone
Email

Cherry Tree Wealth Management (formerly Adam Smith Advisors) Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Cherry Tree Wealth Management (formerly Adam Smith Advisors)

Name

Title

Contact Info

Location

Last Update

J. O.
Chief Investment Officer
Mobile Phone
Email
United StatesMichigan
Oct 19, 2025
N. C.
Co-Founder
Mobile Phone
Email
United Arab EmiratesDubai
Oct 26, 2025
N. S.
Chief Advisor And Founder Director
Mobile Phone
Email
IndiaNCT
Aug 10, 2025
A. N.
Client Services Manager
Mobile Phone
Email
United States
Nov 11, 2025
R. D.
Principal
Mobile Phone
Email
United StatesColorado
Oct 22, 2025
J. K.
Investment Advisor
Mobile Phone
Email
United StatesMinnesota
Apr 10, 2025
J. F.
Financial Advisor
Mobile Phone
Email
United StatesMinnesota
Oct 20, 2025
E. A.
Investment Advisor
Mobile Phone
Email
United StatesMinnesota
Aug 09, 2025
C. T.
Investment Advisor
Mobile Phone
Email
United StatesMinnesota
Feb 25, 2026
C. K.
Investment Advisor
Mobile Phone
Email
United StatesMinnesota
Apr 23, 2025

Frequently Asked Questions

What is Cherry Tree Wealth Management (formerly Adam Smith Advisors) known for?

Cherry Tree Wealth Management (formerly Adam Smith Advisors) operates in the Investment Management industry. The company's main headquarters is located in 301 Carlson Parkway Suite 103 Minnetonka, Minnesota 55305 United States. Explore Cherry Tree Wealth Management (formerly Adam Smith Advisors)'s company overview page for more information.

What is Cherry Tree Wealth Management (formerly Adam Smith Advisors)'s most common email format?

Cherry Tree Wealth Management (formerly Adam Smith Advisors) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cherry Tree Wealth Management (formerly Adam Smith Advisors) email formats with LeadIQ.

How many employees does Cherry Tree Wealth Management (formerly Adam Smith Advisors) have currently?

Cherry Tree Wealth Management (formerly Adam Smith Advisors) has approximately 10 employees as of February 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Cherry Tree Wealth Management (formerly Adam Smith Advisors)'s key employees and leadership?

As of February 2026, Cherry Tree Wealth Management (formerly Adam Smith Advisors)'s key employees include:

Chief Investment Officer: J. O.
Chief Advisor And Founder Director: N. S.
Co-Founder: N. C.
Client Services Manager: A. N.
Principal: R. D.

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