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Managing Member/cco · Apple Tree Asset Management, LLC

Keith C. Layman

CRD 4226098 · Named on Form ADV at one SEC-registered adviser

At a glance

Apple Tree Asset Management, LLC, an SEC-registered wealth manager based in Fort Wayne, IN with $152 million in regulatory assets, lists Keith C. Layman on its Form ADV as Managing Member/cco, a control person.

Firms and roles

AtlasMembers

Keith’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Keith’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.