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Apple Tree Wealth Management
Apple Tree Wealth Management is a family office in Bethlehem, PA, led by founder Joseph Perrotta, offering non-discretionary wealth management.
Apple Tree Wealth Management
Joseph Perrotta founded Apple Tree Wealth Management after a career at Morgan Stanley Smith Barney, where he accumulated experience in client advisory and portfolio management. The firm operates as a family office, serving a select group of individuals and families from its base in Bethlehem, Pennsylvania. Its wealth origin is not publicly traceable to a specific fortune or industry. The firm's investment approach centers on asset management and financial planning. It likely allocates capital across public equities, fixed income, and alternative assets, though specific portfolio holdings are not disclosed. Apple Tree Wealth Management acts as a non-discretionary advisor, meaning clients retain decision-making authority over their accounts. The team structure is lean, with Joseph Perrotta as the sole named principal. The firm does not advertise additional offices or a broader professional staff. It is a member of CPA Trendlines, a professional network for accounting industry research, suggesting ties to the tax and estate planning community. Apple Tree Wealth Management's structural differentiator is its positioning as a personalized, non-discretionary advisor for families in the Lehigh Valley region. The firm operates with a low public profile, which is consistent with a small, relationship-driven practice.
General information
Firm type
Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Bethlehem
Corporate office
Bethlehem, PA, United States
Principals
Joseph Edward Perrotta
Founder and Principal
Sector focus
Frequently asked questions
Who leads investment decisions at Apple Tree Wealth Management?
Joseph Edward Perrotta serves as Founder and Principal at Apple Tree Wealth Management. He oversees the firm's investment and advisory operations. Perrotta previously worked at Morgan Stanley Smith Barney before founding the firm.
What investment services does Apple Tree Wealth Management provide?
Apple Tree Wealth Management offers non-discretionary asset management and financial planning. It functions as a family office, advising clients on portfolio construction and wealth preservation. The firm does not disclose specific investment strategies or asset allocations.
Does Apple Tree Wealth Management disclose its assets under management?
Apple Tree Wealth Management does not publicly disclose its AUM. The firm maintains a private posture regarding its financial scale. No third-party publications have reported a specific number.
Where is Apple Tree Wealth Management located?
The firm is headquartered in Bethlehem, Pennsylvania, United States. It does not publicly list any additional offices. Its operations are regional, focused on the Lehigh Valley area.
How is Apple Tree Wealth Management connected to the accounting profession?
The firm is listed as a member of CPA Trendlines, a professional network serving the accounting industry. This suggests engagement with tax planning and estate strategy communities. Joseph Perrotta follows CPA industry research as part of professional development.
What is the wealth origin of Apple Tree Wealth Management?
The wealth origin is not publicly disclosed. The firm may derive from multiple family sources or accumulated savings. No specific fortune or industry is attributed to the family office.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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