# APPLE TREE ASSET MANAGEMENT, LLC

APPLE TREE ASSET MANAGEMENT, LLC is a Registered Investment Adviser based in FORT WAYNE, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** FORT WAYNE, United States
- **Region:** North America

## Regulatory record

- **CRD number:** 298437
- **SEC file number:** 801-130668
- **Registration status:** Registered with the SEC; per IAPD as of 2026-10-22
- **Latest Form ADV filing:** 2026-03-26

## About

APPLE TREE ASSET MANAGEMENT, LLC is an investment adviser registered with the SEC according to the IAPD firm feed dated 2026-10-22. In Form ADV filed on 2026-03-26, it reported regulatory assets under management of $151,850,105; 1,430 advisory accounts; 7 employees; services including Financial planning, Portfolio management for individuals and small businesses, Pension consulting. Regulatory AUM is the measure defined in Form ADV. These are reported figures, not independently verified by Altss. SEC registration does not constitute approval or endorsement.

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Updated: 2026-10-23T03:03:04Z

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