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
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Christensen, Robert, Arthur | I | VICE PRESIDENT | NA | |
| MONTE, DANIEL, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MONTE, DANIEL, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MONTE, DANIEL, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MONTE, DANIEL, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MONTE, DANIEL, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MONTE, DANIEL, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MONTE, DANIEL, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MONTE, DANIEL, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MONTE, DANIEL, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MONTE, DANIEL, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MONTE, DANIEL, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MONTE, DANIEL, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MONTE, DANIEL, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MONTE, DANIEL, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MONTE, DANIEL, A | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 19, 2025 REGISTERED
Notice Filings (2)
NY TX
Address
10 EAST CHURCH STREETFAIRPORT, NY 14450
United States
Phone: 5855002579