Adam Gregory Werthmuller
Investment adviser representative at Banyan Tree Asset Management, LLC
13 yearsExperience
3 statesRegistered in
$1BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Banyan Tree Asset Management, LLCMay 2024 to now
- Banyan Tree Securities, LLCMay 2024 to now
- Citigroup Global Markets Inc.Jul 2023 to May 2024
- Vuori ClothingJun 2022 to Aug 2022
- Tsg Wealth ManagementMay 2022 to Aug 2022
- Northwestern MutualMay 2021 to Aug 2021
- The University of ArizonaAug 2019 to May 2023
- Corona Del Mar High School (& Middle School)Sep 2013 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (CA, MN, TX).
Banyan Tree Asset Management, LLC
$1BAssets managed
47Clients
3Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7356606
- Firm CRD
- 168384