Sugar Maple Asset Management, LLC
SEC RegisteredAbout the firm
Sugar Maple Asset Management, LLC is an independent Registered Investment Advisory firm offering financial planning and fee based only investment management in a fiduciary capacity. The firm has offices in Sister Bay and Neenah, Wisconsin with clients across Wisconsin and the United States.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management with customized individual portfolios, financial planning, IRA and 401(k) rollovers, and variable annuity repair.
Who they serve
Clients across Wisconsin and the United States.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sugar Maple Asset Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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