Apple Tree Wealth Management, LLC
Apple Tree Wealth Management, LLC (CRD# 160162) is a financial advisory firm headquartered in , . They manage $12,500,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts18ACCOUNTS
Average Account Value$694,444
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joseph Perrotta (CRD# 5760835) is an Investment Advisor Representative working at Apple Tree Wealth Management, LLC in Bethlehem, PA and has over 8 years of experience in the finance industry.