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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sage Tree Wealth Inc
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| CRD # | 298951 |
| SEC # | 801-114389 |
| CIK # | |
| AUM | $32.0 M (2025-03-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 585-500-2579 |
| Address | 10 East Church Street Fairport, NY 14450 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 208 | 24.0 |
| (b) Individuals (high net worth individuals) | 5 | 6.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 14 | 2.0 |
| Total | 227 | 32.0 |
| By Discretionary | ||
| Discretionary | 213 | 30.1 |
| Non-Discretionary | 14 | 2.0 |
| Total | 227 | 32.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 32.0 | |
| Total | 227 | 32.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LAVA Wealth Management LLC
✚
|
0.0 | |
|
Metis Capital Management LLC
✚
|
0.0 | |
|
Safe Harbor Asset Management Inc
✚
|
NY | 0.0 |
|
CSP Financial Group LLC
✚
|
AZ | 0.0 |
|
Cambridge Wealth Management LLC
✚
|
NY | 0.0 |
|
Brenton Point Wealth Advisors LLC
✚
|
NY | 0.0 |
|
Global Listing Accelerator Securities Limited
✚
|
NY | 0.0 |
|
Alooola LLC
✚
|
NJ | 0.0 |
|
Ventum Advisors Corp
✚
|
0.0 | |
|
Gunn Wealth Management LLC
✚
|
0.0 |