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- Custodian
- Folio Investments ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-06-2018
- Office Locations
- 1
Office Locations
About Sage Tree Wealth
Sage Tree Wealth, Inc. is an SEC-registered RIA in upstate New York providing private wealth management, comprehensive financial planning, and 401(k) plan design/service. The firm offers both actively managed accounts aimed at steady growth with downside-risk protection and passively managed, buy-and-hold index portfolios through Betterment (no minimum investment), with active accounts opened via Interactive Brokers.
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Owner & Executives
DANIEL A MONTE
Chief Compliance Officer, President
- CRD
- #6160115
- Ownership
- 75% or more
Robert Arthur Christensen
Investment Advisor Representative, VICE PRESIDENT
- CRD
- #7454428
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,250,032 | $152,778 |
| Non-Discretionary | $2,334,660 | $194,555 |
| Total | $32,584,692 | $155,165 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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