Silvertree Wealth Partners Pllc

What Silvertree Wealth Partners Pllc does

Silvertree Wealth Partners Pllc is a privately held, Arizona-domiciled professional limited liability company operating as a wealth management and financial advisory firm. It delivers comprehensive financial planning, investment management, retirement planning, estate and charitable giving planning, business succession planning, tax-efficient strategies, and longevity planning to high-net-worth individuals, families, business owners, corporate executives, healthcare professionals, retirees, and skilled professionals. The firm is not an independent broker-dealer or RIA; securities and investment advisory services are offered through Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc., respectively, and Silvertree markets under multiple affiliated brands including Wasser Wealth Management, Merlin Planning and Investment Services, Diamond Oak Wealth Partners, Willoughby Wealth Partners, Northpoint Wealth Partners, and Canyon State Capital Wealth Management.

The company's distribution model is a direct, advisor-led, relationship-based approach executed across eight physical offices in Arizona (Scottsdale headquarters, Flagstaff, Phoenix, and two Tucson locations), Oregon (Medford and Ashland), and Washington (Puyallup). It targets the Southwest and Pacific Northwest regions of the United States. Go-to-market is supported by an extensive digital resource center featuring educational articles, calculators, videos, and infographics, plus the Raymond James client access portal for account servicing. The firm employs 32 finance professionals with a stated 100+ years of collective experience and manages approximately $2.5 billion in client assets as of 11/12/2025.

Revenue is generated through recurring advisory fees tied to assets under management and financial planning engagements, typical of the RIA model, with brokerage commissions flowing through the Raymond James platform. Pricing is not publicly disclosed and is generally structured as AUM-based percentages or flat planning fees. The firm has no disclosed funding rounds, no parent company, no known M&A activity, and no proprietary technology stack beyond its Raymond James integration. There is no evidence of AI/ML capabilities, app products, or third-party integrations in the available data.

Name

Silvertree Wealth Partners Pllc

Legal name

Silvertree Wealth Partners Pllc

Website

https://silvertreewealthpartners.com

Company type

Private

Operating status

Operating

Headcount range

51–100 employees

Short description

Silvertree Wealth Partners Pllc is a privately held wealth management and financial advisory firm serving high-net-worth individuals, families, business owners, corporate executives, healthcare professionals, and retirees across Arizona, Oregon, and Washington, delivering investment management, retirement, estate, tax, and business succession planning through Raymond James Financial Services.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Finance and Insurance (52)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEABAB

Broker-Dealer Affiliated Wealth Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

SECONDARYFSAAAAAF

Financial Planning & Goals-Based Advice (Mass Affluent)

Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management

SECONDARYFSAAABAH

Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments)

Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management

SECONDARYFSAAAAAJ

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail)

Financial & Insurance/Asset & Wealth Management/Retail & Mass-Affluent Wealth Management

Keywords

• Wealth management services
• Financial planning advisory
• Investment management
• Retirement planning
• Estate planning

Headquarters

HQ city

Scottsdale

HQ country

United States

HQ region

North America

Offices8 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Investment Advisory Services: The firm provides comprehensive financial planning and investment management services, generating revenue through advisory fees associated with assets under management and financial planning engagements. Securities and investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Silvertree Wealth Partners is a registered investment advisory firm that provides comprehensive wealth management and financial planning services to high-net-worth individuals, families, business owners, corporate executives, healthcare professionals, and retirees. Services span investment management, retirement planning, tax-efficient strategies, estate planning, charitable giving, business succession and exit planning, and longevity planning, delivered through the Raymond James Financial Services platform.

Product overview

Silvertree Wealth Partners is a financial advisory firm offering a comprehensive suite of wealth management services. The firm provides investment management, retirement planning, tax-efficient strategies, estate planning, charitable giving, business planning, and longevity planning. Services are delivered through Raymond James Financial Services and are targeted at affluent individuals, families, business owners, corporate executives, healthcare professionals, and retirees. The firm manages approximately $2.5 billion in client assets across multiple office locations in Arizona, Oregon, and Washington.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Services Comprehensive financial planning engagements covering retirement planning, investment management, tax-efficient strategies, estate planning, and charitable giving for individuals, families, business owners, and corporate executives.
• Investment Management Customized investment strategies designed to help clients grow, preserve, and eventually distribute wealth, offered through Raymond James Financial Services Advisors.
• Retirement Planning Dynamic retirement strategies that evolve with client needs, helping individuals and families prepare for financial independence.
• Estate Planning Estate plan design that preserves wealth, honors client wishes, and provides clarity for future generations, including trust services.
• Business Planning Business succession and exit planning, risk mitigation, and valuation optimization for business owners and entrepreneurs.
• Tax-Efficient Strategies Tax optimization strategies integrated with overall financial planning to maximize after-tax wealth accumulation.
• Longevity Planning Planning for extended retirement horizons addressing healthcare costs and long-term care needs.
• Charitable Giving Planning Strategies that incorporate charitable giving into the financial plan, aligning with client values, maximizing tax efficiency, and supporting causes that matter to clients.

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Emerging players

• Carson Group: Growing advisor platform and RIA serving HNW clients with comprehensive financial planning — comparable service mix including retirement, tax, and estate planning.
• Sanctuary Wealth: Independent wealth platform serving breakaway advisors from wirehouses with high-net-worth focus — directly comparable in attracting experienced advisors building independent practices.

Direct peers

• Cetera Financial Group: Wealth management platform supporting independent advisors with broker-dealer and RIA services, technology, and practice consulting — directly comparable to Silvertree's Raymond James affiliation and multi-advisor wealth practice model.
• Kestra Financial: Independent wealth management platform offering broker-dealer and RIA support to independent advisor practices serving HNW clients — comparable platform economics and advisor model.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of affiliated advisors who provide wealth management to HNW clients — directly analogous model to Raymond James affiliation practices.
• Commonwealth Financial Network: Independent broker-dealer/RIA platform serving independent financial advisors with practice management, technology, and back-office infrastructure — comparable model to Silvertree's Raymond James affiliation.
• Cambridge Investment Research: Independent broker-dealer supporting thousands of financial advisors across the U.S. with practice development resources — a closely comparable affiliation platform to Raymond James for practices like Silvertree.

Broad incumbents

• Wealth Enhancement Group: National wealth management firm that has aggressively acquired independent advisory practices across the U.S. — a scaled RIA roll-up competing for the same advisor pipeline as Silvertree.
• Mariner Wealth Advisors: National RIA roll-up acquiring independent advisory firms — a large, consolidated competitor pursuing the same HNW wealth advisory space as Silvertree at greater scale.

Regional players

• Northwest Community Credit Union (Wealth Mgmt): Regional financial services provider in the Pacific Northwest offering wealth management — geographically adjacent and overlapping in serving the Western U.S. HNW market where Silvertree operates.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/silvertree-collective

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Silvertree Wealth Partners Pllc