Apiis Wealth Management Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$393,000
Clients
0
Advisors
2
of 2 employees
About
Apiis Wealth Management Corp. is a registered investment adviser that provides discretionary portfolio management primarily through third‑party sub‑advisers, along with retirement plan consulting and standalone financial consulting services. It works with a range of client types — including pension and profit‑sharing plans, corporations, nonprofits and individuals — and manages approximately $393,000 in discretionary assets.
The firm employs tactical and strategic asset allocation and seeks to match clients to sub‑advisers whose investment styles align with client objectives, delegating day‑to‑day trading to those sub‑advisers while retaining oversight to hire, fire and monitor them. Apiis conducts periodic reviews of sub‑adviser performance and client accounts and operates using custodian‑held accounts with sub‑advisers authorized to execute transactions and handle fee billing with client authorization.
What distinguishes Apiis from many peers is its combination of services and affiliations: it offers ERISA non‑fiduciary retirement plan consulting (education, participant services and monitoring of fiduciary matters), charges hourly fees for certain financial consulting engagements in addition to asset‑based management fees, and its principals are licensed independent insurance agents who receive commissions for insurance sales. The firm’s routine recommendation and selection of specific sub‑advisers (noted in its brochure) together with its insurance‑related activities represent an atypical mix for an investment‑manager‑focused adviser.
Client services
Expertise
Occupation focus
Fee options
$0+: Up to 1.00% annually for portfolio management services (negotiable) $0+: 0.25% to 1.00% annually for retirement plan consulting (negotiable)
$300 per hour for financial consulting services
Main office
6940 Beach Blvd, Suite D 705
Buena Park CA 90621
Advisors at this office
2
Most active in
California
Also doing business as
Apiis Wealth Management Corp. · Apiis Wealth Management, Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Harinne K
Series 66
Buena Park, CA
Apiis Wealth Management Corp.
Harinne Kim is a financial advisor with Apiis Wealth Management Corp. and holds a Series 66 designation. She has 19 years of industry experience, including prior roles at Ameritas Investment Company, LLC, Royal Alliance Associates, Inc., and Espy Asset Management LLC. In addition to her advisory work, she serves as vice president of Apiis Financial Inc. and president of Harik Insurance Agency, both of which involve insurance-related activities. Apiis Wealth Management Corp. provides discretionary portfolio management through third-party sub-advisers and offers retirement plan consulting and standalone financial consulting services. The firm serves corporations, pension and profit-sharing plans, charities, and high-net-worth individuals, employing tactical and strategic asset allocation while delegating trading discretion to sub-advisers.
Kyung C
CFP®, Series 65, Series 66
Buena Park, CA
Apiis Wealth Management Corp.
Kyung Choe is a CFP® professional with 13 years of experience in the financial services industry. Currently with Apiis Wealth Management Corp., Choe has held roles at Allmerits Asset, LLC and Horter Investment Management, LLC among others. Outside of financial advising, Choe is president of a garment design and sales company and managing member of a non-investment related property management business. Apiis Wealth Management Corp. provides discretionary portfolio management primarily through third-party sub-advisers and offers retirement plan consulting and standalone financial consulting services. The firm serves a diverse client base including pension plans, corporations, nonprofits, and individuals, utilizing tactical and strategic asset allocation while maintaining oversight of sub-advisers.
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