PPrivate Fund Data Log in Join · $37/mo

Sage Tree Wealth, Inc.

● SEC registered since 2018CRD 298951SEC# 801-114389Fairport, NY
Export (members)
Reg. AUM
$32M
Employees
2
Accounts
227
Location
Fairport, NY

Sage Tree Wealth, Inc. assets under management

Sage Tree Wealth, Inc. is a registered investment adviser overseen by the SEC based in Fairport, NY. The firm has been registered since 2018. It reports $32 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/sage-tree-wealth-incView on SEC.gov ↗

Sage Tree Wealth, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Daniel A Monte ControlPresident/Chief Compliance OfficerOver 75%2018
Robert Arthur ChristensenVice PresidentUnder 5%2024

Frequently asked questions

How much does Sage Tree Wealth, Inc. manage?

Sage Tree Wealth, Inc. reports $32 million in regulatory assets under management on its Form ADV.

How many employees does Sage Tree Wealth, Inc. have?

Sage Tree Wealth, Inc. reports 2 employees.

Where is Sage Tree Wealth, Inc. located?

Sage Tree Wealth, Inc. is based in Fairport, NY and has been SEC-registered since 2018.

Does Sage Tree Wealth, Inc. disclose fund performance?

Sage Tree Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 East Church Street, Fairport, NY 14450
Phone5855002579
Fax5854254470
Office hours8:30-5:00
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$30.1M
Non-discretionary$2M
Total (RAUM)$32M