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| Keyboard |
| Apple Tree Asset Management LLC
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|---|---|
| CRD # | 298437 |
| SEC # | 801-130668 |
| CIK # | |
| AUM | 151.9 M (2026-03-26) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 260-637-7278 |
| Address | 4321 Flagstaff Cove Fort Wayne, IN 46815 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 729 | 101.0 |
| (b) Individuals (high net worth individuals) | 51 | 50.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,430 | 151.9 |
| By Discretionary | ||
| Discretionary | 1,103 | 118.2 |
| Non-Discretionary | 327 | 33.6 |
| Total | 1,430 | 151.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.9 | |
| Total | 1,430 | 151.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 273 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
van der Noord Financial Advisors Inc
✚
|
SC | 152.0 M |
|
Terra Wealth Management LLC
✚
|
NC | 152.0 M |
|
Chromecore LLC
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CA | 152.0 M |
|
Infinity Wealth Counsel LLC
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OH | 151.9 M |
|
The RENN Wealth Management Group Inc
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GA | 151.9 M |
|
Providence Wealth Management LLC
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TN | 151.8 M |
|
Delta Wealth Advisors LLC
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|
151.8 M | |
|
Hershey Financial Advisers LLC
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|
PA | 151.7 M |
|
Financial Planning Fort Collins LLC
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|
CO | 151.7 M |
|
Integrated Wealth Strategies LLC
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|
TX | 151.7 M |