|
⚲
|
| Sage Tree Wealth Inc
✚
| |
|---|---|
| CRD # | 298951 |
| SEC # | 801-114389 |
| CIK # | |
| AUM | $58.4 MM (2024-03-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 585-500-2579 |
| Address | 10 East Church Street Fairport, NY 14450 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 243 | 22.8 |
| (b) Individuals (high net worth individuals) | 3 | 5.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 13 | 30.5 |
| Total | 259 | 58.4 |
| By Discretionary | ||
| Discretionary | 246 | 27.9 |
| Non-Discretionary | 13 | 30.5 |
| Total | 259 | 58.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 58.4 | |
| Total | 259 | 58.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
BONE FIDE Wealth LLC
✚
|
NY | 0.1 |
|
CLPF LLC
✚
|
NY | 0.1 |
|
Guidance Point Retirement Services LLC
✚
|
ME | 0.1 |
|
Mitchell Vaught & Taylor Inc
✚
|
IL | 0.1 |
|
Buffalo First Wealth Management LLC
✚
|
NY | 0.1 |
|
Shield Wealth Advisors LLC
✚
|
NY | 0.1 |
|
Rock Creek Wealth Planners and Advisors LLC
✚
|
MD | 0.1 |
|
G&G Planning Concepts Inc
✚
|
NY | 0.1 |
|
Comprehensive Capital Management Inc
✚
|
NJ | 0.0 |
|
Breidenbach Capital Consulting LLC
✚
|
IN | 0.0 |