# Fig Tree Wealth Management LLC

> Fig Tree Wealth Management LLC is a state-registered investment advisory firm in Mountainside, NJ, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 15, 2026.

- CRD: 319194
- Filed as: FIG TREE WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mountainside, NJ
- Filing period: October 2026
- Form ADV filing dated: June 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319194
- AdvisorCensus page: https://advisorcensus.com/firm/fig-tree-wealth-management-llc-mountainside-nj-319194

## Quick answers

**How is Fig Tree Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fig Tree Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fig Tree Wealth Management LLC located?**
Fig Tree Wealth Management LLC's principal office is in Mountainside, NJ, according to its Form ADV.

**Is Fig Tree Wealth Management LLC registered with the SEC or a state?**
Fig Tree Wealth Management LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319194.

**How much does Fig Tree Wealth Management LLC manage?**
Fig Tree Wealth Management LLC reports $32,253,036 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (100% discretionary).

**What types of clients does Fig Tree Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (95); high net worth individuals (15); charitable organizations (2).

**Does Fig Tree Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/319194

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $32,253,036
- Discretionary: $32,253,036
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 95 | $17,864,583 |
| High net worth individuals | 15 | $14,267,729 |
| Charitable organizations | 2 | $120,724 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- figtreewealth.com
- Facebook @FigTreeWealth
- Instagram @figtreewealth
- LinkedIn @fig-tree-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fig Tree Wealth Management LLC (CRD 319194): Form ADV filing data as of October 2026.