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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $129.9M | $129.3M | $616.5K | 6 | 216 |
| Feb 2025 | $129.9M | $129.3M | $616.5K | 6 | 216 |
| Dec 2024 | $115.1M | $115.1M | $0 | 6 | 191 |
| Jun 2024 | $115.1M | $115.1M | $0 | 6 | 191 |
DateMay 2025
Total AUM$129.9M
Discretionary$129.3M
Non-Disc.$616.5K
Employees6
Clients216
DateFeb 2025
Total AUM$129.9M
Discretionary$129.3M
Non-Disc.$616.5K
Employees6
Clients216
DateDec 2024
Total AUM$115.1M
Discretionary$115.1M
Non-Disc.$0
Employees6
Clients191
DateJun 2024
Total AUM$115.1M
Discretionary$115.1M
Non-Disc.$0
Employees6
Clients191