Apis Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Apis Wealth provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm generally works with clients who meet its $500,000 account minimum and delivers written financial plans, ongoing annual planning services, and rollover/retirement plan guidance.
Investment advice is tailored to each client’s objectives and implemented through asset allocation across equities, mutual funds, ETFs, U.S. and municipal and corporate fixed income, and cash equivalents, with continuous monitoring and periodic rebalancing. The adviser employs fundamental and technical analysis, conducts formal account reviews at least annually (with more frequent informal monitoring), and executes trades using custodial platform services provided by Fidelity/NFS.
Noteworthy for a firm of this size, Apis Wealth’s disclosure includes explicit client exposure to cryptocurrency and a detailed discussion of the tax, custody, and operational risks that entails, alongside specialized planning for corporate executives with concentrated equity positions. The firm is owned and led by a CFP®-certified principal who serves as Manager and Chief Compliance Officer and brings prior private-wealth advisory experience.
Client services
Expertise
Occupation focus
Fee options
Fixed fee based on hourly rate multiplied by estimated time; annual planning fees typically range from $3,000 to $20,000
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.40%
Up to $300 per hour (negotiable)
Account minimum: $200,000
Main office
Sorrento FL
Advisors at this office
1
Most active in
Florida · Georgia · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Quick links
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