# Apple Tree Wealth Management

Apple Tree Wealth Management is a Family Office based in Bethlehem, United States.

## Overview

- **Organization type:** Family Office
- **Headquarters:** Bethlehem, United States
- **Region:** North America
- **Address:** Bethlehem, PA, United States
- **Assets under management:** Undisclosed
- **Website:** appletreewealth.com

## Regulatory record

- **Reports private funds:** No

## About

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. 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. 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.

## Sectors

- Wealth Management

## People

- Joseph Edward Perrotta — Founder and Principal

## 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.

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Last updated: 2026-08-11T02:43:31.692Z

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