A complete list of active advisors currently associated with APPS Wealth Management, Inc.

Warmer can help you find a great advisor at APPS Wealth Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at APPS Wealth Management, Inc., 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.