Apple Tree Asset Management, LLC

CRD 298437 · Fort Wayne, IN · $151.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 298437
SEC number: 801-130668
Firm type: RIA
Assets under management: $151.9M as of Mar 26, 2026
Website: www.appletreefinancialgroup.com ↗
Phone: 260-637-7278
Address: 4321 Flagstaff Cove, Fort Wayne, IN, 46815

Advisors at this firm

6 in our index · page 1 of 1

Douglas W BullerCRD 7421850 · Fort Wayne, IN

IA Registered
Nicolas CouchCRD 7797744 · Fort Wayne, IN

IA Registered
Keith Christian LaymanCRD 4226098 · Fort Wayne, IN

IA RegisteredRegistration inactive
James Leonard MeertCRD 4316339 · Fort Wayne, IN

IA RegisteredRegistration inactive
Joseph Thomas WiegandCRD 4435170 · Fort Wayne, IN

IA RegisteredRegistration inactive
Gary Robert ZollerCRD 4287055 · Fort Wayne, IN

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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