Treehouse Wealth Advisors Acquires The Humphreys Group
January 2, 2025
Treehouse Wealth Advisors, a women-led wealth management firm based in Walnut Creek, CA, has acquired The Humphreys Group, a San Francisco-based B-Corp RIA focused on women-centered wealth management and ESG investing. The transaction — executed as part of a long-term succession plan for The Humphreys Group's president Diane Bourdo — expands Treehouse's Bay Area footprint and preserves The Humphreys Group's client offerings and team under the Treehouse banner.
- Buyers
- Treehouse Wealth Advisors
- Targets
- The Humphreys Group
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Buyout
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