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FIG TREE WEALTH MANAGEMENT LLC
CRD 319194
1199 US 22, MOUNTAINSIDE, NJ, 07092, United States
Phone
973-805-6939
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.3M
Discretionary AUM
$32.3M
Team
1 total employees; 1 advisory reps; 12 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $17.9M |
| High net worth individuals | 15 | $14.3M |
| Charitable organizations | 2 | $121K |
All web addresses on file
Official SEC filing: View on IAPD