RIA Intel›Advisers›New Jersey›FIG TREE WEALTH MANAGEMENT LLC

FIG TREE WEALTH MANAGEMENT LLC

Advisory

MOUNTAINSIDE, NJ

Data as of Jun 15, 2026 · Source: SEC Form ADV

Average account

$136K

across 238 accounts

AUM per adviser

$32M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 15, 2026.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$32M

Discretionary AUM$32M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients112

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, PA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

112 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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