SAGE TREE WEALTH

Overview

Sage Tree Wealth is an independent registered investment adviser that positions itself as a hands-on wealth manager for individuals and families. SEC registration dates to 2018 and the firm is owner-operated. The advisory offering combines traditional portfolio management with financial planning and insurance distribution—Sage Tree Wealth acts as an insurance broker in addition to managing client assets. Service lines include portfolio management for individuals and small businesses, portfolio management for business or institutional clients, selection of other advisers, pension consulting work and educational seminars. Investment activity is centered on exchange-traded equities as the dominant sleeve of client portfolios, with a clear equity preference in public markets. The firm also functions as a capital allocator, directing client capital into third-party managers for select alternative strategies (real estate, commodities and oil & gas). Fee arrangements are varied — percentage of AUM is the primary model, supplemented by hourly and fixed-fee engagements where appropriate. Sage Tree Wealth reports it is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices