Apple Tree Wealth Management
Apple Tree Wealth Management is a multi-family office headquartered in Bethlehem. Founded in 2012, the firm channels the entrepreneurial finance background of its founder into comprehensive services, delivering generational planning, holistic investment...
Apple Tree Wealth Management
Apple Tree Wealth Management is a multi-family office headquartered in Bethlehem. Founded in 2012, the firm channels the entrepreneurial finance background of its founder into comprehensive services, delivering generational planning, holistic investment oversight, income-tax coordination, and estate strategies under a transparent flat-fee model for high-net-worth families across the Lehigh Valley and Mid-Atlantic region seeking long-term stewardship of complex wealth.
General information
Firm type
Multi Family Office
Year founded
2012
AUM
—
Location
Region
North America
Country
—
City
Bethlehem
Corporate office
1806 Apple Tree Lane, Bethlehem, PA 18015
Frequently asked questions
What is Apple Tree Wealth Management?
Apple Tree Wealth Management is a multi family office headquartered in Bethlehem.
When was Apple Tree Wealth Management founded?
Apple Tree Wealth Management was founded in 2012.
Where is Apple Tree Wealth Management headquartered?
Apple Tree Wealth Management is headquartered in Bethlehem, in the North America region.
What does Altss track for Apple Tree Wealth Management?
Altss maintains an OSINT-verified profile of Apple Tree Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Apple Tree Wealth Management's website?
Apple Tree Wealth Management's public website is appletreewealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Apple Tree Wealth Management?
Apple Tree Wealth Management is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Apple Tree Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Apple Tree Wealth Management?
Apple Tree Wealth Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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