Sage Tree Wealth
Sage Tree Wealth is an SEC-registered mass-market adviser in Fairport, NY with $32.6M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Sage Tree Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298951, SEC 801-114389, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $32.6M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Fairport, NY
- Employees
- 2
- Clients
- 210
- CRD
- 298951
- Ownership
- MONTE, DANIEL, A; Christensen, Robert, Arthur
How much AUM does Sage Tree Wealth have?
Sage Tree Wealth reported $32.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Sage Tree Wealth?
Disclosed owners and executives of Sage Tree Wealth include MONTE, DANIEL, A, Christensen, Robert, Arthur. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.