SAGE TREE WEALTH, INC.
Legal name: SAGE TREE WEALTH
CRD #298951 SEC #801-114389 FAIRPORT, NY 5855002579
SEC Registered
Total AUM
$32M
Discretionary
$30.1M
Employees
2
Clients
26
Accounts
227
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $32M | $30.1M | $2M | 2 | 0 |
| Mar 2024 | $58.4M | $27.9M | $30.5M | 2 | 0 |
| Mar 2023 | $84.8M | $23.7M | $61.1M | 3 | 0 |
| Nov 2022 | $99.4M | $28.5M | $70.9M | 3 | 0 |
| May 2022 | $99.4M | $28.5M | $70.9M | 3 | 0 |
| Mar 2022 | $99.4M | $28.5M | $70.9M | 3 | 0 |
| Jan 2021 | $93.8M | $27.1M | $66.7M | 3 | 0 |
| Nov 2020 | $85.2M | $26.2M | $59M | 3 | 0 |
| Jun 2020 | $69.2M | $68.7M | $417.6K | 3 | 0 |
| Mar 2020 | $69.2M | $68.7M | $417.6K | 3 | 0 |
| Feb 2020 | $69.2M | $68.7M | $417.6K | 3 | 0 |
| Jul 2019 | $68.5M | $68.1M | $391.1K | 4 | 0 |
| Mar 2019 | $47.9M | $47.5M | $394.6K | 4 | 0 |
| Nov 2018 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$32M
Discretionary$30.1M
Non-Disc.$2M
Employees2
Clients0
DateMar 2024
Total AUM$58.4M
Discretionary$27.9M
Non-Disc.$30.5M
Employees2
Clients0
DateMar 2023
Total AUM$84.8M
Discretionary$23.7M
Non-Disc.$61.1M
Employees3
Clients0
DateNov 2022
Total AUM$99.4M
Discretionary$28.5M
Non-Disc.$70.9M
Employees3
Clients0
DateMay 2022
Total AUM$99.4M
Discretionary$28.5M
Non-Disc.$70.9M
Employees3
Clients0
DateMar 2022
Total AUM$99.4M
Discretionary$28.5M
Non-Disc.$70.9M
Employees3
Clients0
DateJan 2021
Total AUM$93.8M
Discretionary$27.1M
Non-Disc.$66.7M
Employees3
Clients0
DateNov 2020
Total AUM$85.2M
Discretionary$26.2M
Non-Disc.$59M
Employees3
Clients0
DateJun 2020
Total AUM$69.2M
Discretionary$68.7M
Non-Disc.$417.6K
Employees3
Clients0
DateMar 2020
Total AUM$69.2M
Discretionary$68.7M
Non-Disc.$417.6K
Employees3
Clients0
DateFeb 2020
Total AUM$69.2M
Discretionary$68.7M
Non-Disc.$417.6K
Employees3
Clients0
DateJul 2019
Total AUM$68.5M
Discretionary$68.1M
Non-Disc.$391.1K
Employees4
Clients0
DateMar 2019
Total AUM$47.9M
Discretionary$47.5M
Non-Disc.$394.6K
Employees4
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0