Apprise Wealth Management LLC

Apprise Wealth Management LLC provides discretionary wealth management and standalone financial planning and consulting to a mix of individual and high‑net‑worth clients, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm manages portfolios that include equities, mutual funds, ETFs, fixed‑income instruments and, where appropriate, options, and it also serves as a sub‑advisor to non‑affiliated registered investment advisers.

The firm follows a bottom‑up, fundamentally driven investment process with a value‑oriented approach that blends growth and value stock selection and emphasizes valuation, asset allocation, asset location and behavioral considerations as part of an integrated wealth‑management framework. Portfolios are implemented under written investment policy statements, managed on a discretionary basis, periodically rebalanced, and may employ option strategies such as covered calls and put writing for income or risk management.

Apprise is notable among solo independent advisers for maintaining formal affiliations and client relationships that are uncommon in this peer group: it has an affiliated accounting firm that provides payroll and tax services to clients (with referrals disclosed as optional) and it manages assets for and contracts with other investment advisers as a sub‑advisor. The firm’s principal holds both CFA and CPA credentials and the adviser manages roughly $105 million in discretionary assets for about 76 clients, with disclosure, compliance and conflict‑mitigation procedures documented in its Form ADV.