Apps Wealth Management, Inc.
Firm details
- Headquarters
- Friendswood, Texas
- CRD number
- 288825
- Fee structure
- Other
- Services
- Financial PlanningSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Apps Wealth Management, Inc. is organized as a corporation and is recorded as state-registered in Texas. The firm is owned by an individual and is flagged as a capital allocator. Its advisory services, per the record, emphasize financial planning, selection of other advisers, and delivery of educational seminars and workshops. The firm reports an affiliation with an insurance company and is not identified as an active ESG investor, a multistate adviser, a pension consultant, or a related adviser. The business uses a nonstandard fee descriptor ("Other") rather than a simple AUM- or commission-based label. The combination of capital-allocation status and the "selection of other advisers" activity suggests the firm focuses on curating or directing client capital to outside managers rather than running a large in-house fund roster.
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
Location
Friendswood, TX
Galveston
Location
Friendswood, TX
Headquartered in Friendswood, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Galveston
- Address
- 214 E Edgewood Dr
- Time zone
- CT (UTC-6)
- Office locations
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