Apple Tree Asset Management, LLC

Financial planning in Fort Wayne, IN

SEC registeredNo commissions reported

Call (260) 637-7278 Send a message Map ↗

Public-record details

Address: 4321 Flagstaff Cove, Fort Wayne, IN 46815
Phone: (260) 637-7278
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
CRD number: 298437
Registration: SEC registered since 2024-07-12
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
Regulatory assets under management: $151.9 million
Accounts managed: 1,430
Clients reported (Form ADV 5.D): 780
Individual / high-net-worth clients: 729 / 51
Employees: 7
Other business activities (Form ADV 6.A): Also active as: other financial product salesperson
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-26

SEC registered investment adviser, CRD 298437, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 298437 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Fort Wayne

Arena Wealth Management LLC10331 Dawsons Creek Blvd, Suite D · Fort Wayne, IN 46845 · (260) 321-7694 · Flat / fixed feesCRD 326631 · % of assets, Fixed fees · $79.8 million AUMState registeredNo commissions reported Bassett Financial Advisors5732 Coventry Lane · Fort Wayne, IN 46804 · (260) 432-6555 · Financial planningCRD 170825 · % of assets, Hourly charges · $51.6 million AUMState registeredNo commissions reported Compass Financial Advisors LLC9933 Dupont Circle Drive West, Suite 100 · Fort Wayne, IN 46825 · (260) 490-7878 · Financial planningCRD 109131 · % of assets, Hourly charges, Fixed fees · $282.5 million AUMSEC registeredNo commissions reported Dickmeyer Boyce Financial Management, INC6506 Constitution Drive · Fort Wayne, IN 46804 · (260) 436-2051 · Financial planningCRD 124281 · % of assets, Hourly charges, Fixed fees · $438.5 million AUMSEC registeredNo commissions reported Financial Planning Services6920 Pointe Inverness Way, Ste 170 · Fort Wayne, IN 46804 · (260) 469-3218 · Financial planningCRD 121034 · % of assets, Fixed fees · $212.6 million AUMSEC registeredNo commissions reported Galecki Financial Management INC7743 West Jefferson Blvd · Fort Wayne, IN 46804 · (260) 436-8525 · Financial planningCRD 107218 · % of assets, Hourly charges, Fixed fees · $929.5 million AUMSEC registeredNo commissions reported Haley & Summers Wealth Management, INC.620 East Berry Street · Fort Wayne, IN 46802 · (260) 437-0254 · Financial planningCRD 108722 · % of assets, Hourly charges · $67.0 million AUMState registeredNo commissions reported Houlihan Asset Management LLC421 E. Cook Road, Suite 300 · Fort Wayne, IN 46825 · (260) 422-2929 · Financial planningCRD 121586 · % of assets, Hourly charges · $52.0 million AUMState registeredNo commissions reported

All 22 in Fort Wayne →