RIA Intelligence

APPLE TREE ASSET MANAGEMENT, LLC

CRD #298437 SEC #801-130668 FORT WAYNE, IN 260-637-7278
SEC Registered
Total AUM
$129.9M
Discretionary
$129.3M
Employees
6
Clients
0
Accounts
1,095

Firm Details

Organization Type
Limited Liability Company
State of Formation
Indiana
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 5, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LAYMAN, KEITH, CHRISTIANIMANAGING MEMBER/CCOD Control
LAYMAN, KEITH, CHRISTIANIMANAGING MEMBER/CCOD Control
LAYMAN, KEITH, CHRISTIANIMANAGING MEMBER/CCOD Control
LAYMAN, KEITH, CHRISTIANIMANAGING MEMBER/CCOD Control
WIEGAND, JOSEPH, THOMASIMEMBERC Control
WIEGAND, JOSEPH, THOMASIMEMBERC Control
WIEGAND, JOSEPH, THOMASIMEMBERC Control
WIEGAND, JOSEPH, THOMASIMEMBERC Control

Registrations

Federal

IA
May 5, 2025 REGISTERED

Notice Filings (4)

FL IN MI OH

Address

4321 FLAGSTAFF COVE
FORT WAYNE, IN 46815
United States
Phone: 260-637-7278