Sage Tree Wealth is an SEC registered investment adviser organized as a corporation with a primary office location in Fairport, NY. Its latest Form ADV filing, dated March 31, 2026, reports $33M in regulatory assets under management, 2 employees, and 210 accounts.
Assets Under Management
$33M
Employees
2
Offices
--
Total Clients
210
Primary office
FAIRPORT, NY
10 EAST CHURCH STREET, FAIRPORT, NY, United States
Top client segmentIndividuals represent 90.5% of total clients.
Top client categories% of clientsClients
1
Individuals
90.5%
190
2
401K
5.7%
12
3
HNWI
3.8%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$33Mas of March 31, 2026
Discretionary92.8%
$30M
93% of total RAUM92.8%
Non-discretionary7.2%
$2M
7% of total RAUM7.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$33M
Total Accounts210
10Y AUM Change+$33M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee105:1
10Y Employee Change-2 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.