Apeiron Wealth Service

Apeiron Wealth Service provides investment advisory and financial planning services to individuals and high-net-worth individuals, offering both discretionary and non-discretionary portfolio management as well as hourly financial planning and consultation. Like many independent advisers, the firm charges asset-based advisory fees for ongoing management and offers tailored planning on an hourly basis.

The firm’s investment process uses fundamental and technical analysis and may employ long- and short-term strategies, options, and margin where appropriate; it also engages sub‑advisors to manage all or portions of client accounts and may grant those sub‑advisors discretionary authority. Custody and trade execution are arranged through a recommended custodian program (Charles Schwab), and the firm does not routinely vote client proxies.

Notable distinctions include that Apeiron is newly formed (2026) and reports no assets or clients at the time of its brochure, and the principal maintains multiple outside business activities—an insurance agency relationship (with separate commission-based compensation disclosed), ownership of a tech consulting firm, rental property interests, and a board position—each noted to occupy a portion of his time. The combination of these outside activities together with the firm’s planned use of sub‑advisors and Schwab’s managed account marketplace are operational features less common among similarly small independent advisers.