SAGE TREE WEALTH, INC.
DBA: SAGE TREE WEALTH
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $32.6M |
| Discretionary | $30.3M93% of AUM |
| Non-Discretionary | $2.3M |
| Client Accounts | 210 |
| Avg Account Size | $155K |
| Employees | 2 |
| Peak AUM | $99.4MMar 2022 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $33M | +1.8% | 27.3% | 18.5% | |
| Discretionary AUM | $30M | ||||
Key Metrics
| Total AUM | $32.6M |
| Discretionary | $30.3M |
| Employees | 2 |
| Client Accounts | 210 |
| Client Range | 11-25 |
Contact & Location
Address
10 EAST CHURCH STREET
FAIRPORT NY 14450
Phone
5855002579
Filing History
16 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$30M
92.8% of AUM
Non-Discretionary
$2M
7.2% of AUM
Disc. mix ▼ 1.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution