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Apple Tree Asset Management, LLC

● SEC registered since 2024CRD 298437SEC# 801-130668Fort Wayne, IN
Export (members)
Reg. AUM
$129.9M
Employees
6
Accounts
1,095
Location
Fort Wayne, IN

Apple Tree Asset Management, LLC assets under management

Apple Tree Asset Management, LLC is an investment advisory firm registered with the SEC based in Fort Wayne, IN. The firm has been registered since 2024. It reports $129.9 million in regulatory assets under management and employs 6 people.
www.appletreefinancialgroup.comView on SEC.gov ↗

Apple Tree Asset Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Joseph Thomas Wiegand ControlMember25-50%2018
Keith Christian Layman ControlManaging Member/Cco50-75%2018

Frequently asked questions

How much does Apple Tree Asset Management, LLC manage?

Apple Tree Asset Management, LLC reports $129.9 million in regulatory assets under management on its Form ADV.

How many employees does Apple Tree Asset Management, LLC have?

Apple Tree Asset Management, LLC reports 6 employees.

Where is Apple Tree Asset Management, LLC located?

Apple Tree Asset Management, LLC is based in Fort Wayne, IN and has been SEC-registered since 2024.

Does Apple Tree Asset Management, LLC disclose fund performance?

Apple Tree Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4321 Flagstaff Cove, Fort Wayne, IN 46815
Phone260-637-7278
Office hours8a.m. - 5p.m. (M-Th) Fri By Appt. Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$129.3M
Non-discretionary$616K
Total (RAUM)$129.9M