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...
Overview
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. SAGE TREE WEALTH was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-31, it reported 2 employees; 210 advisory accounts; services including Educational seminars and workshops, Financial planning, Pension consulting, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
North America
Country
United States
City
Fairport
Corporate office
10 East Church Street, Fairport, NY, United States
Sector focus
Frequently asked questions
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. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: