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Hallie Elizabeth Kraus

Treehouse Wealth Advisors

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About Hallie Elizabeth Kraus

Hallie Elizabeth Kraus is a financial advisor at Treehouse Wealth Advisors, a firm based in Walnut Creek, California. Hallie has been in the financial services industry since 2015 and holds a Series 66, Series 7 and SIE license. In addition to her work at Treehouse Wealth Advisors, Hallie also previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Hallie is a Certified Financial Planner and specializes in financial planning, portfolio management, and advisory consulting. Hallie primarily serves individuals and corporations.

Firm Information

Hallie Kraus is currently registered with Treehouse Wealth Advisors. Treehouse Wealth Advisors is a registered investment advisor located in Walnut Creek, California. They have 3 investment adviser representatives and advise on approximately $184,763,145 in assets. Their clients include high net worth individuals, corporations, and individuals other than high net worth. They offer a variety of advisory services including financial planning, portfolio management, and selection of other advisers.
Treehouse Wealth Advisors

1600 S MAIN ST.

WALNUT CREEK, CA 94596

$184.76M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Hallie Kraus’s Registration & Firm History

CA

02/05/2025 - Present

Treehouse Wealth Advisors (WALNUT CREEK CA)

CA

03/17/2015 - 04/25/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MILL VALLEY CA)

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Licenses & Designations

BOTH

Issued 04/22/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/25/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hallie Elizabeth Kraus.
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