Apprise Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
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.
Client services
Expertise
Fee options
Annual flat fee for financial planning and consulting services ranges from $8,000 to $25,000
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.10% $2,000,001 - $5,000,000: 0.90% $5,000,001+: Negotiable
Hourly fees generally $350 per hour
Minimum fee: Minimum fee for annual financial planning services is generally $8,000 per year Fee-only: Hourly fees generally $350 per hour; annual flat fees for financial planning $8,000 to $25,000
Main office
Phoenix MD
Advisors at this office
1
Most active in
Maryland · New Jersey · New York · Pennsylvania · Texas · Virginia
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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