APPLE TREE ASSET MANAGEMENT, LLC

APPLE TREE ASSET MANAGEMENT, LLC of FORT WAYNE, IN is an SEC-registered investment adviser (CRD 298437). Regulatory assets under management: $151.9M.

Registration

• CRD: 298437
• SEC file number: 801-130668
• Type: Registered investment adviser
• Location: 4321 FLAGSTAFF COVE, FORT WAYNE, IN, 46815
• Phone: 260-637-7278
• Latest filing: 2026-03-26
• Regulatory AUM: $151.9M
• Discretionary AUM: $118.2M
• Non-discretionary AUM: $33.6M
• Clients: 7
• Accounts: 1,430

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (4)

Branch offices (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298437 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search