Financial ServicesInvestment AdvisoryactiveVerified

Pinetree Advisors

Derrick Davis, Manager

Pinetree Advisors is an investment advisory firm based in Miami, FL, providing financial planning and wealth management services. The business is managed by Derrick Davis and Taylor Allen, as listed in the LLC filing. Their website offers investment advisory services and features local contact information consistent with the Miami address.

Filed May 22, 2026 · Miami, FL · Miami-Dade County

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Source

Florida Division of Corporations (Sunbiz) · Entity L26000289591 · Retrieved May 30, 2026

Search the registry for L26000289591 ›JSON record ›

About Pinetree Advisors

PLANTREE ADVISORY, LLC filed in Florida on May 22, 2026, as an active investment advisory firm based in Miami. The company's website was live within eight days of filing, and it matched the filing's name and address. The site is a modern WordPress site built with Divi. We estimate revenue between $1M and $10M and 1 to 5 employees, with a brick-and-mortar footprint. No annual report or EIN is on file yet. The company shares its address with seven other entities and its owner name with two others.

  • Filed in Florida on May 22, 2026, as an active investment advisory firm.
  • Filed through individual registered agent AARON, not the owner or a formation service.
  • Website went live within eight days of filing and confirmed to match the filing's name and address.
  • We estimate revenue of $1M-$10M and 1-5 employees with a brick-and-mortar footprint.
  • Shares its address with seven other entities and its owner name with two others.
  • No annual report or EIN on file yet.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.

One of 6,107 new businesses registered in Miami in May 2026, one of 40 financial services businesses.

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Filing Details

Entity NamePLANTREE ADVISORY, LLC
Entity TypeFLAL
Entity NumberL26000289591
Filing DateMay 22, 2026
Principal AddressLocked
City / State / ZipMiami, FL 33132
CountyMiami-Dade
TimezoneEastern (ET)
EIN on FileNo
Registered AgentAARON
Agent AddressLocked
Filed ViaIndividual registered agent
WebsiteYes
Website BuildModern · Divi
Annual ReportNot yet filed
Estimated Revenue$1M-$10M (estimate)
Estimated Employees1-5 (estimate)
FootprintBrick and mortar (estimate)
Related Filings7 at the same address · 2 with the same owner name
First Recorded by DayOneLeadMay 30, 2026 (8 days after filing)

Verified Business Profile

SubcategoryInvestment Advisory

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Website PlatformLocked
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Officers / Authorized Persons

T
Taylor Allen
Manager
Address locked
D
Derrick Davis
Manager
Address locked

Frequently Asked Questions

When was Pinetree Advisors registered?

Pinetree Advisors was registered as FLAL on May 22, 2026 in Florida.

Where is Pinetree Advisors located?

Pinetree Advisors is based in Miami, FL, 33132, in Miami-Dade County.

What type of business is Pinetree Advisors?

Pinetree Advisors is classified as a financial services business (investment advisory).

Is Pinetree Advisors still active?

According to the Florida Division of Corporations, Pinetree Advisors's current record status is "active".

Does Pinetree Advisors have an EIN on file?

No EIN was found on file for Pinetree Advisors at the time of registration.

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