APPS Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
APPS Wealth Management is an independent, state‑registered advisory firm that generally provides investment advice and financial planning to individual clients and offers educational seminars and workshops at no charge. The firm does not manage client assets directly and instead refers clients to third‑party money managers (TPMs) for portfolio management and custody.
After gathering a client’s financial information and objectives, APPS recommends TPMs, assists with onboarding and paperwork, and monitors TPM performance and suitability while delivering the TPMs’ Form ADV Part 2 disclosures and reviewing quarterly statements. APPS does not exercise discretionary trading authority over client accounts and bases recommendations on client needs, risk tolerance, and stated investment goals.
Distinctive features disclosed in the brochure include an affiliation with an insurance business and ownership of a separate tax‑preparation enterprise, relationships the firm says are mitigated through disclosure and its fiduciary obligations. The firm is compensated primarily through ongoing referral fees from TPMs — including a formal referral arrangement with a national platform that pays a tiered Financial Advisor fee — and the brochure also discloses a 2013 arbitration settlement involving the firm’s principal.
Client services
Expertise
Fee options
Fees for financial plans are due upon delivery of the plan; specific amounts not stated.
$0 - $250,000: 1.25% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $4,000,000: 0.75% $4,000,001 - $5,000,000: 0.70% $5,000,001+: 0.70%
Main office
214 E. Edgewood Drive
Friendswood TX 77546
Advisors at this office
1
Most active in
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
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