Apprise Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 288709
- Website
- apprisewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.98%
- Individuals9.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Apprise Wealth Management LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides comprehensive financial planning and portfolio management tailored to individuals and small businesses. Its billing mix includes asset-based fees, hourly charges, and fixed-fee arrangements. The firm does not present itself as an ESG-focused investor and is not designated as a multi-state adviser. Industry relationships include affiliations with another investment adviser and an accountant, suggesting collaboration on client service and tax or accounting coordination.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds39%
- Exchange Traded Equities33%
- US Government Bonds19%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Philip Weiss
Senior Portfolio ManagerCRD 4619842
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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