# EDGAR Filing Document

**Accession Number:** 0001146069
**File Stem:** 0001146069-26-000003
**Filing Date:** 2026-3
**Character Count:** 2685
**Document Hash:** 45ac2a6f77df5c8cb59bd071df2eac12
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001146069-26-000003.hdr.sgml**: 20260320

**ACCESSION NUMBER**: 0001146069-26-000003

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260320

**DATE AS OF CHANGE**: 20260320

**EFFECTIVENESS DATE**: 20260320

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** CHERRY TREE & ASSOCIATES, LLC
- **CENTRAL INDEX KEY:** 0001146069

**ORGANIZATION NAME:**
- **EIN:** 412014181
- **STATE OF INCORPORATION:** MN

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-53469
- **FILM NUMBER:** 26778862

**BUSINESS ADDRESS:**
- **STREET 1:** 301 CARLSON PARKWAY
- **STREET 2:** SUITE103
- **CITY:** MINNETONKA
- **STATE:** MN
- **ZIP:** 55305
- **BUSINESS PHONE:** 952 893-9012

**MAIL ADDRESS:**
- **STREET 1:** 301 CARLSON PARKWAY
- **STREET 2:** SUITE 103
- **CITY:** MINNETONKA
- **STATE:** MN
- **ZIP:** 55305

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CHERRY TREE SECURITIES, LLC
- **DATE OF NAME CHANGE:** 20080109

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CHERRY TREE & ASSOCIATES, LLC
- **DATE OF NAME CHANGE:** 20080103

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** CHERRY TREE SECURITIES, LLC
- **DATE OF NAME CHANGE:** 20020124

### Attached PDF Documents

**Attachment 1:** `CTApublic.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0001146069

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** CHERRY TREE & ASSOCIATES, LLC

**Business Address:** 301 CARLSON PARKWAY, SUITE103, MINNETONKA, MN, 55305

**Contact Person:** Jane Bortnem

**Contact Phone:** 952-253-6007

### Independent Public Accountant Identification

**Accountant Name:** NawrockiSmith

**Accountant Address:** 100 Motor Parkway, Suite 580, Hauppauge, NY, 11788

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Jane Bortnem**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **CHERRY TREE & ASSOCIATES, LLC**, as of **12-31-2025**, are true and correct.

**Signature:** Jane Bortnem

**Title:** CFO