SHADE TREE ADVISORS LLC
SEC RegisteredAbout the firm
Shade Tree Advisors is an independent, multi-family office for a select group of clientele. With technical expertise in tax, estate planning and wealth management, they develop comprehensive wealth strategies while devoting the administrative resources required to manage complex financial situations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tax, estate planning, and wealth management; comprehensive wealth strategies; administrative resources to manage complex financial situations; streamlining and safeguarding clients' financial affairs.
Who they serve
A select group of clientele with complex financial situations
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 7 | $3.7M |
| High Net Worth Individuals | 24 | $1.2B |
| Pension/Profit Sharing Plans | 2 | $234M |
63 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
20 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SHADE TREE ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.