PPrivate Fund Data Log in Join · $37/mo

Daniel A Monte

President/Chief Compliance OfficerSage Tree Wealth, Inc.CRD 6160115

About Daniel A Monte

Daniel A Monte is listed as President/Chief Compliance Officer at Sage Tree Wealth, Inc. in Fairport, NY. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Sage Tree Wealth, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Daniel A Monte work?

Daniel A Monte is listed as President/Chief Compliance Officer at Sage Tree Wealth, Inc. on SEC Form ADV.

How much of Sage Tree Wealth, Inc. does Daniel A Monte own?

Form ADV reports a beneficial ownership band of Over 75%.

Sage Tree Wealth, Inc.

TitlePresident/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2018
View Sage Tree Wealth, Inc. →