Apple Tree Asset Management, LLC
● SEC registered since 2024CRD 298437SEC# 801-130668Fort Wayne, IN
Reg. AUM
$151.9M
Employees
7
Accounts
1,430
Location
Fort Wayne, IN
Apple Tree Asset Management, LLC assets under management
Apple Tree Asset Management, LLC is an investment advisory firm registered with the SEC based in Fort Wayne, IN. The firm has been registered since 2024. It reports $151.9 million in regulatory assets under management and employs 7 people.
Apple Tree Asset Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Thomas Wiegand Control | Member | 25-50% | 2018 |
| Keith Christian Layman Control | Managing Member/Cco | 50-75% | 2018 |
Frequently asked questions
How much does Apple Tree Asset Management, LLC manage?
Apple Tree Asset Management, LLC reports $151.9 million in regulatory assets under management on its Form ADV.
How many employees does Apple Tree Asset Management, LLC have?
Apple Tree Asset Management, LLC reports 7 employees.
Where is Apple Tree Asset Management, LLC located?
Apple Tree Asset Management, LLC is based in Fort Wayne, IN and has been SEC-registered since 2024.
Does Apple Tree Asset Management, LLC disclose fund performance?
Apple Tree Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4321 Flagstaff Cove, Fort Wayne, IN 46815 |
| Phone | 260-637-7278 |
| Office hours | 8a.m. - 5p.m. (M-Th) Fri By Appt. Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$151.9M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$151.9Mregulatory AUM
Discretionary $118.2MNon-discretionary $33.6M