Apple Tree Wealth Management, LLC

Apple Tree Wealth Management, LLC (CRD# 160162) is a financial advisory firm headquartered in , . They manage $17,500,000 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.appletreewealth.com
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $921,053
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Apple Tree Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Perrotta, financial advisor Bethlehem PA
Joseph E. Perrotta
CRD#: 5760835
Bethlehem, PA

Joseph Perrotta (CRD# 5760835) is an Investment Advisor Representative working at Apple Tree Wealth Management, LLC in Bethlehem, PA and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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