Sage Tree Wealth, Inc.
● SEC registered since 2018CRD 298951SEC# 801-114389Fairport, NY
Reg. AUM
$32.6M
Employees
2
Accounts
210
Location
Fairport, NY
Sage Tree Wealth, Inc. assets under management
Sage Tree Wealth, Inc. is a registered investment adviser overseen by the SEC based in Fairport, NY. The firm has been registered since 2018. It reports $32.6 million in regulatory assets under management and employs 2 people.
Sage Tree Wealth, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel A Monte Control | President/Chief Compliance Officer | Over 75% | 2018 |
| Robert Arthur Christensen | Vice President | Under 5% | 2024 |
Frequently asked questions
How much does Sage Tree Wealth, Inc. manage?
Sage Tree Wealth, Inc. reports $32.6 million in regulatory assets under management on its Form ADV.
How many employees does Sage Tree Wealth, Inc. have?
Sage Tree Wealth, Inc. reports 2 employees.
Where is Sage Tree Wealth, Inc. located?
Sage Tree Wealth, Inc. is based in Fairport, NY and has been SEC-registered since 2018.
Does Sage Tree Wealth, Inc. disclose fund performance?
Sage Tree Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 East Church Street, Fairport, NY 14450 |
| Phone | 5855002579 |
| Fax | 5854254470 |
| Office hours | 8:30-5:00 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$32.6M▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$32.6Mregulatory AUM
Discretionary $30.3MNon-discretionary $2.3M