SAGE TREE WEALTH, INC.
Doing business as SAGE TREE WEALTH. SEC Form ADV profile.
Total regulatory AUM
$32,584,692
Discretionary
$30,250,032
Non-discretionary
$2,334,660
Firm details
- CRD number
- 298951
- SEC file number
- 801-114389
- Main office
- FAIRPORT, NY, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.