SAGE TREE WEALTH

SAGE TREE WEALTH, INC.

CRD 298951 · SEC 801-114389

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10 EAST CHURCH STREET, FAIRPORT, NY, 14450, United States

Phone

5855002579

Fax

5854254470

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$32.6M

Discretionary AUM

$30.3M

Team

2 total employees; 2 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	190	$22.2M
High net worth individuals	8	$8.1M

States served

NY, TX

All web addresses on file

https://www.linkedin.com/company/sage-tree-wealth-inc/
https://www.facebook.com/Sagetreewealth
https://www.sagetreewealth.com/

Official SEC filing: View on IAPD