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
Apple Tree Wealth Management, LLC
By the Numbers
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Total Assets Under Management18MILLION
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Total Number of Accounts19ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Apple Tree Wealth Management, LLC
1
Joseph Perrotta (CRD# 5760835) is an Investment Advisor Representative working at Apple Tree Wealth Management, LLC in Bethlehem, PA and has over 14 years of experience in the finance industry.
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