A complete list of active advisors currently associated with Apis Wealth, LLC
Warmer can help you find a great advisor at Apis Wealth, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Apis Wealth, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Sorrento, FL
| 20
|
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