Apeiron Wealth Service

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Astoria, New York
CRD number
343168
Registered since
September 2, 2026
Fee structure
Percentage of AUM, Hourly Charges
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Apeiron Wealth Service, organized as an LLC, registered with the SEC in 2026 and owned by an individual, is a newly formed adviser focused on planning and portfolio work for individuals and small businesses. The firm’s stated advisory activities include financial planning, discretionary portfolio management for individuals/small businesses, and the selection of other advisers — the last point signaling a role in sourcing or overseeing third-party managers on behalf of clients. Fee arrangements combine a percentage-of-assets model with the option for hourly charges. The firm is identified as a capital allocator and does not list ESG as an active investment focus. It is not currently multi-state in its adviser designation.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • James Christopher

    PresidentCRD 5761273

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Astoria, NY

Queens

Location

Astoria, NY

Headquartered in Astoria, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Queens
Address
3708 28th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth