Apple Tree Asset Management, LLC
Apple Tree Asset Management, LLC is an SEC-registered mass-market adviser in Fort Wayne, IN with $151.9M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Apple Tree Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298437, SEC 801-130668, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $151.9M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Fort Wayne, IN
- Employees
- 7
- Clients
- 780
- CRD
- 298437
- Ownership
- WIEGAND, JOSEPH, THOMAS; LAYMAN, KEITH, CHRISTIAN
How much AUM does Apple Tree Asset Management, LLC have?
Apple Tree Asset Management, LLC reported $151.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Apple Tree Asset Management, LLC?
Disclosed owners and executives of Apple Tree Asset Management, LLC include WIEGAND, JOSEPH, THOMAS, LAYMAN, KEITH, CHRISTIAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.