Overview
Assets Under Management: $152 million
Headquarters: FORT WAYNE, IN
High-Net-Worth Clients: 51
Average Client Assets: $1.0 million
Frequently Asked Questions
APPLE TREE ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298437), APPLE TREE ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
APPLE TREE ASSET MANAGEMENT, LLC is headquartered in FORT WAYNE, IN.
APPLE TREE ASSET MANAGEMENT, LLC serves 51 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, APPLE TREE ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
APPLE TREE ASSET MANAGEMENT, LLC manages $152 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, APPLE TREE ASSET MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.47%
Average Client Assets: $1.0 million
Total Client Accounts: 1,430
Discretionary Accounts: 1,103
Non-Discretionary Accounts: 327
Regulatory Filings
CRD Number: 298437
Filing ID: 2047159
Last Filing Date: 2026-03-26 12:03:38