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SAGE TREE WEALTH
Legal name: SAGE TREE WEALTH, INC.
CRD 298951File 801-114389
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$32.6M
Bottom 25% of cohort (national)
Discretionary AUM
$30.3M
Non-discretionary $2.3M
Clients
198
210 accounts
Employees
2
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Dec 6, 2018
- Principal office
- 10 EAST CHURCH STREET, FAIRPORT, NY, 14450
- Phone
- 5855002579
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $32.6M
- Discretionary AUM
- $30.3M
- Non-discretionary AUM
- $2.3M
- Discretionary accounts
- 198
- Non-discretionary accounts
- 12
- Total accounts
- 210
- AUM per client
- $165K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 8 | $8.1M |
| Individuals (other than high net worth individuals) | 190 | $22.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 210 | 198 | decreased by12 |
| Apr 1, 2026 | Clients | 227 | 210 | decreased by17 |
| Apr 1, 2026 | AUM | $32,008,453 | $32,584,692 | increased by$576,239 |
| Apr 1, 2026 | Accounts | 227 | 210 | decreased by17 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 2 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 245 | 227 | decreased by18 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $99,407,915 | $32,008,453 | decreased by$67,399,462 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 245 | 227 | decreased by18 |
| Apr 1, 2022 | Clients | 226 | 245 | increased by19 |
| Apr 1, 2022 | AUM | $93,781,025 | $99,407,915 | increased by$5,626,890 |
| Apr 1, 2022 | Accounts | 226 | 245 | increased by19 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SAGE TREE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAGE TREE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.