Sugar Maple Asset Management, LLC
Sugar Maple Asset Management, LLC is an SEC-registered wealth manager in Sister Bay, WI with $291.5M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Sugar Maple Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282632, SEC 801-126457, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $291.5M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Sister Bay, WI
- Employees
- 3
- Clients
- 208
- CRD
- 282632
- Ownership
- SCHWAB, JEREMY, PAUL; JACK, TERRENCE, MICHAEL
How much AUM does Sugar Maple Asset Management, LLC have?
Sugar Maple Asset Management, LLC reported $291.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Sugar Maple Asset Management, LLC?
Disclosed owners and executives of Sugar Maple Asset Management, LLC include SCHWAB, JEREMY, PAUL, JACK, TERRENCE, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.