FIG TREE WEALTH MANAGEMENT LLC

FIG TREE WEALTH MANAGEMENT LLC of MOUNTAINSIDE, NJ is an SEC-registered investment adviser (CRD 319194). Regulatory assets under management: $32.3M.

Registration

• CRD: 319194
• Type: Registered investment adviser
• Location: 1199 US 22, MOUNTAINSIDE, NJ, 07092
• Phone: 973-805-6939
• Latest filing: 2026-06-15
• Regulatory AUM: $32.3M
• Discretionary AUM: $32.3M
• Clients: 1
• Accounts: 238

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319194 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search