Garrison Point Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, estate planning, philanthropic planning, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
Garrison Point Advisors reports 290 clients. They include 134 individual clients, 133 high-net-worth individuals and 19 charitable organizations. Of its assets, 97.3% ($581M across 709 accounts) are managed with discretion; $16M across 52 accounts are not. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 8% |
| High-net-worth individuals | 46% | 88% |
| Pension and profit-sharing plans | <1% | 2% |
| Charitable organizations | 7% | 1% |
| Corporations and other businesses | 1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 134 | $48M | 8.0% | $358K |
| High-net-worth individuals | 133 | $524M | 87.8% | $3.94M |
| Pension and profit-sharing plans | Fewer than 5 | $10.1M | 1.7% | $10.1M |
| Charitable organizations | 19 | $7.57M | 1.3% | $398K |
| Corporations and other businesses | Fewer than 5 | $7.36M | 1.2% | $2.45M |
| Total | 290 | $597M | 100% | — |
- Clients
- 134
- Regulatory AUM
- $48M
- AUM share
- 8.0%
- Avg. per client
- $358K
- Clients
- 133
- Regulatory AUM
- $524M
- AUM share
- 87.8%
- Avg. per client
- $3.94M
- Clients
- Fewer than 5
- Regulatory AUM
- $10.1M
- AUM share
- 1.7%
- Avg. per client
- $10.1M
- Clients
- 19
- Regulatory AUM
- $7.57M
- AUM share
- 1.3%
- Avg. per client
- $398K
- Clients
- Fewer than 5
- Regulatory AUM
- $7.36M
- AUM share
- 1.2%
- Avg. per client
- $2.45M
Total
- Clients
- 290
- Regulatory AUM
- $597M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Garrison Point Advisors charges 0.25%–1.50% a year for its Investment management fee. The fee is billed in advance and is negotiable.
Fee details and sources
The Julie and James Meissner Living Trust owns 75% or more of Garrison Point Advisors. Julie Meissner is CEO; the leadership team includes Chief Investment Officer Stacey Liu. It has 10 employees, 5 of them in advisory roles.
Leadership
- Julie MeissnerManaging Member, Chief Compliance Officer & Chief Executive Officer
- Stacey LiuChief Investment Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 10 employees
- 5 in advisory functions
- 5 state-registered reps
- 1 insurance agent
- Owns 75% or more of Garrison Point Advisors, LLC
The Julie and James Meissner Living Trust
Control person · since September 2020
Julie Meissner
Co- trustee · Control person · since September 2020
James Meissner
Co- trustee · Control person · since September 2020
- Owns 75% or more of Garrison Point Advisors, LLC
The Julie and James Meissner
Control person · since September 2020
- Owns 10% to 25% of Garrison Point Advisors, LLC
Stacey Liu
Control person · since May 2023
Garrison Point Advisors’ regulatory assets grew 3.6× from $165M (May 2021) to $597M (April 2026); clients rose from 124 to 290 and employees from 5 to 10. In 2024, The Humphreys Group ($284M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $597M | 290 | 10 | 2 |
| April 2025 | $537M | 273 | 10 | 2 |
| April 2024 | $185M | 140 | 5 | 3 |
| June 2023 | $162M | 138 | 5 | 2 |
| May 2022 | $193M | 134 | 5 | 2 |
| May 2021 | $165M | 124 | 5 | 2 |
Firms that joined
20241 joined
- The Humphreys GroupLast filed AUM $284M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Garrison Point Advisors has 1 office, with 2 listed addresses in California.
California · 2 listed addresses
- 1600 S Main St., Suite 195, Walnut CreekHQ
- 220 Montgomery Street, San Francisco
Contact and registration details
- Legal name
- Garrison Point Advisors, LLC
- Headquarters
- 1600 S Main St., Suite 195, Walnut Creek, CA 94596
- Website
- treehousewealth.com
- Phone
- 415-887-1416
- @treehousewealth
- SEC file
- 801-112623
- Structure
- Delaware LLC
- Fiscal year end
- December
Garrison Point Advisors uses Charles Schwab ($593M) as custodian for its separately managed accounts. Garrison Point Advisors has custody of $1.61M in client assets for 45 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $593M100%
At year end, Garrison Point Advisors’ separately managed accounts were mostly in funds (61%) and stocks (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $247M across 176 positions; the largest are Apple Inc. (5.8%), iShares TR (5.5%) and Microsoft Corp. (4.5%).
What the accounts hold
- Stocks29%
- Funds61%
- Bonds1%
- Cash8%
- Other1%
- Includes u.s. state and local bonds, non exchange-traded equity, investment grade corporate bonds, and other1%
Reported 13F holdings
- $247M
- Reported 13F value
- 176
- Positions
- 32.6%
- In the 10 largest
- +12.5%
- Value vs. prior quarter
- Apple Inc.5.8%
- iShares TR · Core S&P500 ETF5.5%
- Microsoft Corp.4.5%
- Nvidia Corporation3.6%
- Alphabet Inc. · Cap Stk CL A2.6%
- State Str SPDR S&P 500 ETF T · TR Unit2.5%
- Capital Grp Fixed Incm ETF T · Core Bond ETF2.2%
- iShares TR · Core S&P Scp ETF2.1%
- Oracle Corp.2.1%
- Schwab Strategic TR · Intl Eqty ETF1.8%
Together, the ten largest are 32.6% of reported value.
How many clients does Garrison Point Advisors have?
Garrison Point Advisors has 290 clients and manages $597 million for them, as of April 2026. They include 134 individual clients, 133 high-net-worth individuals and 19 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 April 2026
What services does Garrison Point Advisors offer?
Garrison Point Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, estate planning, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Garrison Point Advisors charge?
Garrison Point Advisors charges 0.25%–1.50% a year for its Investment management fee. The fee is billed in advance and is negotiable.
Source: TREEHOUSE WEALTH ADVISORS DISCLOSURE BROCHURE, filed 30 March 2026
Which custodians does Garrison Point Advisors use?
Garrison Point Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $593M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 April 2026
How many financial advisors does Garrison Point Advisors have?
Garrison Point Advisors has 5 investment adviser representatives registered with state securities authorities, out of 10 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Garrison Point Advisors invest in?
At the end of its last fiscal year, Garrison Point Advisors’ separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities, 8% cash and equivalents, 1% U.S. government and agency bonds and 1% other. The 1% other category is described as: Includes U.S. State and Local Bonds, Non Exchange-Traded Equity, Investment Grade Corporate Bonds, and Other.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Garrison Point Advisors?
Garrison Point Advisors’ direct owners are the Julie and James Meissner Living Trust (75% or more), the Julie and James Meissner (75% or more), and Stacey Liu (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 April 2026
How does Garrison Point Advisors get paid?
Garrison Point Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Garrison Point Advisors registered with the SEC?
Yes, Garrison Point Advisors has been registered with the SEC as an investment adviser since 16 March 2018. Its CRD number is 292016 and its SEC file number is 801-112623.
Source: Form ADV Part 1A, Item 1, filed 27 April 2026; IAPD firm record
How do I contact Garrison Point Advisors?
Garrison Point Advisors’ main office is at 1600 S Main St., Suite 195, Walnut Creek, CA 94596. Its phone number is 415-887-1416. Its website is treehousewealth.com.