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Diane Susan Bourdo

Treehouse Wealth Advisors

Walnut Creek, CA

San Francisco, CA

CRD 2216637

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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:

Current Employers
Treehouse Wealth Advisors

1600 S Main St. Suite 195, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-05
TX RA APPROVED 2025-02-05
  • CA RA
    APPROVED
    Since 2025-02-05
  • TX RA
    APPROVED
    Since 2025-02-05

Branch Locations

1600 S Main St. Suite 195, Walnut Creek, CA 94596 • United States

220 Montgomery Street Suite 1850, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Humphreys Group San Francisco CA 01/1989 01/2025
Garrison Point Advisors Dba Treehouse Wealth Advisors Walnut Creek CA 01/2025 Present
  • 01/1989 → 01/2025
    The Humphreys Group
    San Francisco, CA
  • 01/2025 → Present
    Garrison Point Advisors Dba Treehouse Wealth Advisors
    Walnut Creek, CA
Previous Registrations
  • 2006-03-01 → 2025-01-16
    The Humphreys Group
    San Francisco, CA
  • 1994-08-18 → 2004-12-31
    Humphreys Henrietta Group
    San Francisco, CA
Designations
  • Certified Financial Planner
Other Names
  • Diane Bourdo
  • Diane Susan Bourdo

View on SEC IAPD

Nearby Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL

Nearby Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA

More in Walnut Creek, CA

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