Appia Financial Services

Overview

Appia Financial Services is organized as a limited liability company and appears on the SEC adviser roster with a registration year of 2026. Ownership is recorded as a combination of a domestic entity and an individual. Public records classify the firm as unclassified and show that it does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The available disclosure does not include a breakdown of fee schedules, client segments, or the firm’s stated advisory activities, so its target client types and core service model are not documented in the source material.

Assets & Accounts

Location & Offices