Updated:
Sage Tree Wealth
Sage Tree Wealth is an SEC-registered investment adviser in Fairport, NY, registered since 2018. The firm manages $33 million in assets, with $30 million on a...
Sage Tree Wealth
Sage Tree Wealth is an SEC-registered investment adviser in Fairport, NY, registered since 2018. The firm manages $33 million in assets, with $30 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Fairport
Corporate office
10 East Church Street, Fairport, NY, United States
Sector focus
Frequently asked questions
What investment strategies does Sage Tree Wealth offer?
Sage Tree Wealth runs two parallel strategies. The active strategy targets steady growth with downside protection, while the passive track uses Betterment's automated indexing platform for a buy-and-hold approach. Both are available without a minimum investment requirement.
Does Sage Tree Wealth manage institutional or 401(k) assets?
Yes. In addition to private wealth management, the firm designs, sets up, and services 401(k) plans for employers, according to its website. The scope and number of plan sponsors served are not publicly disclosed.
Is there a minimum account size to become a client?
No. Sage Tree Wealth's published materials explicitly state that no minimum investment is required, making the firm accessible to clients who fall below typical high-net-worth thresholds.
Who makes investment decisions at Sage Tree Wealth?
The firm does not publicly identify a chief investment officer, managing principal, or investment committee. Its SEC registration and website list no individual decision-makers, leaving the leadership and governance structure opaque.
How is Sage Tree Wealth regulated?
Sage Tree Wealth is registered with the U.S. Securities and Exchange Commission as an investment advisory firm. This registration imposes fiduciary duties and compliance obligations but does not guarantee specific performance or asset custody arrangements.
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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: