FIG TREE WEALTH MANAGEMENT LLC

Overview

FIG Tree Wealth Management LLC is an independent registered investment adviser that serves both individual and family clients as well as institutional relationships. The firm operates as a capital allocator, favoring pooled public-market vehicles as the backbone of client portfolios while supplementing those exposures with third‑party alternative strategies. Its advisory mandate covers financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and selection of outside managers, and the firm runs educational seminars and workshops for clients. Fee arrangements are flexible and include AUM-based fees, hourly billing and fixed fees depending on the engagement. The firm is not positioned as an active ESG investor and it is not registered as a multistate adviser, indicating a geographically concentrated operating footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices