Christopher James Xiao Jun Ruane

Employer firm

Treehouse Wealth Advisors CRD 292016

$597M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2025 → Present
  Treehouse Wealth Advisors
  Walnut Creek, CA
• 06/2024 → 07/2025
  Treehouse Wealth Advisors
  Walnut Creek, CA
• 08/2021 → 05/2025
  Boston College
  Boston, MA
• 06/2023 → 08/2023
  Blacksand Capital
  Honolulu, HI
• 06/2022 → 08/2022
  Insight Resource Group
  Lafayette, CA
• 05/2022 → 08/2022
  Oke Poke
  Walnut Creek, CA
• 08/2017 → 06/2021
  Campolindo High School
  Moraga, CA
• 06/2021 → 07/2021
  Premier Logistics
  Huntington Beach, CA
• 06/2019 → 11/2019
  Ace Hardware
  Walnut Creek, CA
• 08/2008 → 06/2017
  St. Perpetua School
  Lafayette, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-07

Other Names

• Christopher James Ruane