APIIS WEALTH MANAGEMENT CORP.

Overview

Apiis Wealth Management Corp. is a small, privately owned advisory firm that acts as a capital allocator for a limited institutional client base. The firm’s service mix centers on financial planning and discretionary portfolio management for individuals and small businesses, and it provides selection-of-other-advisers services that suggest a focus on manager selection and third-party allocations. Fee arrangements combine a percentage of assets under management with hourly charges, which aligns with a hybrid advisory model for clients who may need both implementation and project-based advice. Apiis does not identify as an active ESG investor and is not set up as a multi-state adviser, indicating a compact, locally focused operation. The firm’s reported holdings are heavily weighted toward liquid balances, which can reflect either a conservative positioning, transitional cash awaiting deployment, or the early-stage nature of client relationships. Given the stated capability to select other advisers and allocate to external managers, Apiis appears to act both as a direct portfolio manager and a conduit to third-party managers where specialist exposure is needed.

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Location & Offices