# Sage Tree Wealth

Sage Tree Wealth is a Bank / Wealth / Trust based in Fairport, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fairport, United States
- **Region:** North America
- **Address:** 10 East Church Street, Fairport, NY, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** www.sagetreewealth.com
- **LinkedIn:** https://www.linkedin.com/company/sage-tree-wealth-inc

## Regulatory record

- **CRD number:** 298951
- **SEC file number:** 801-114389
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298951

## About

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.

## Sectors

- Wealth Management
- Financial Planning

## 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.

## Related profiles

- [SAGES Capital](https://altss.com/profile/sages-capital)
- [SageView Advisory Group](https://altss.com/profile/sageview-advisory-group)

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Last updated: 2026-06-03T20:00:00.000Z

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