CRD: 298437
Apple Tree Asset Management, LLC
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- Custodian
- Axos · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-16-2021
- Office Locations
- 1
Office Locations
About Apple Tree Asset Management, LLC
Apple Tree Asset Management is an independent, faith-guided RIA in Fort Wayne, Indiana providing personalized investment management and comprehensive financial planning. The team helps retail clients—including entrepreneurs—plan for goals like retirement and education, with ongoing research and risk-managed asset allocation using vehicles such as ETFs, mutual funds, and fixed income. Custody support includes Charles Schwab & Co.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KEITH CHRISTIAN LAYMAN
Chief Compliance Officer, Managing Member
- CRD
- #4226098
- Ownership
- 50% but less than 75%
JOSEPH THOMAS WIEGAND
Partner
- CRD
- #4435170
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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DOUGLAS W BULLER
Principal
- CRD
- #7421850
NICOLAS COUCH
--
- CRD
- #7797744
Showing 2 of 6 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,206,639 | $107,168 |
| Non-Discretionary | $33,643,466 | $102,885 |
| Total | $151,850,105 | $106,189 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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