FIG Tree Wealth Management LLC

Overview

FIG Tree Wealth Management LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves both individual/family clients and institutional clients and operates as a capital allocator, meaning it places client capital with third-party managers in addition to running in-house portfolios. Compensation is flexible: the firm charges a percentage of assets under management and also uses hourly and fixed-fee arrangements for certain engagements. Advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and educational seminars or workshops. The firm does not identify itself as an active ESG investor and appears focused on traditional wealth-management offerings rather than multi-state or related-adviser structures.

Assets & Accounts

Public Holdings

Investments & Alternatives