A complete list of active advisors currently associated with Apiis Wealth Management Corp.

Warmer can help you find a great advisor at Apiis Wealth Management Corp. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Apiis Wealth Management Corp., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.