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Silvertree, LLC Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Silvertree, LLC operates as an investment advisory and financial planning service offered through Summit Financial, LLC, an SEC-Registered Investment Adviser doing business as Silvertree. Based in Stevens Point, Wisconsin, the firm provides guidance aimed at helping clients navigate financial decisions within the broader financial services industry. The relationship with Summit clarifies that Silvertree’s opinions and third-party content are not endorsed by Summit and that visitors may encounter material from external sources; the organization emphasizes that its statements do not constitute investment recommendations or advice. The business is relatively small in scale, indicating a specialized practice focused on personalized advisory and planning services for its clients.

Find Silvertree, LLC employees' phone numbers or email addresses

Silvertree, LLC Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Silvertree, LLC's Leadership

  • Stylized image of a person
    J. G.
    Managing Partner, Co-Founder
    Mobile Phone

Silvertree, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Other
  • Arts & Design
  • Banking

Contact profiles from Silvertree, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. G.
    Managing Partner, Co-Founder
    Mobile Phone
    United StatesWisconsin
    Apr 14, 2025

Frequently Asked Questions

What is Silvertree, LLC known for?

Minus sign iconPlus sign iconSilvertree, LLC was founded in 2018 operates in the Financial Services industry. Explore Silvertree, LLC's company overview page for more information.

What is Silvertree, LLC's most common email format?

Minus sign iconPlus sign iconSilvertree, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Silvertree, LLC email formats with LeadIQ.

How many employees does Silvertree, LLC have currently?

Minus sign iconPlus sign iconSilvertree, LLC has approximately 5 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Silvertree, LLC's key employees and leadership?

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As of August 2026, Silvertree, LLC's key employees include:

  • Managing Partner, Co-Founder: J. G.

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