← Tributary

SAGE TREE WEALTH

FAIRPORT, NY · CRD 298951 · IAPD ↗ · 5855002579

$32.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — SAGE TREE WEALTH notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — SAGE TREE WEALTH reported RAUM down 45% ($58.4M -> $32.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
April 2024 — SAGE TREE WEALTH reported RAUM down 31% ($84.8M -> $58.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
61
April 2024 — SAGE TREE WEALTH reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.