SAGE TREE WEALTH, INC.

SAGE TREE WEALTH
FAIRPORT, New York·1 registered advisor·CRD# 298951
SEC# 801-11438905855002579
01

Firm Overview

AUM
$58M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SAGE TREE WEALTH, INC.

1 registered advisor
Daniel A Monte
FAIRPORT, New York
05

Office Locations

FAIRPORT, New York
1 advisor

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Data sourced from SEC Form ADV filings. SAGE TREE WEALTH, INC. (CRD# 298951) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.