Banyan Tree Asset Management, LLC

Overview

Banyan Tree Asset Management, LLC is an SEC registered investment adviser based in Torrance, CA, registered since 2013. It reports $1B in assets under management across 98 accounts, with 5 employees. It has 3 investment adviser representatives.

Reported AUM

$1B

Discretionary

100%

Accounts

98

Average account

$10.5M

Employees

5

Advisory reps

3

Registered since

2013

Jurisdictions

4

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Client types

• High Net Worth Individuals
• Pooled Investment Vehicles

Fee structure

Other Fees and Percentage of Assets

Executive officers 3 of 3

• Brian Richard Goldberg Managing Director, Member CRD 4095279
• Kenneth Naehu Managing Director, Elected Manager, Chief Compliance Officer CRD 1948458
• Diana Vega Bouch Chief Operating Officer CRD 4346261

Advisory reps 3 of 3

• Brian Richard Goldberg Registered Rep · Investment Adviser Rep CRD 4095279
• Kenneth Naehu Registered Rep · Investment Adviser Rep CRD 1948458
• Adam Gregory Werthmuller Registered Rep · Investment Adviser Rep CRD 7356606

Location

Headquarters

21250 Hawthorne Blvd Ste 550
Torrance, CA 90503

County

Los Angeles

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: banyantree-llc.com

Every state, with registration dates

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