A complete list of active advisors currently associated with Apricity Financial, LLC

Warmer can help you find a great advisor at Apricity Financial, LLC or one who fits your needs even better.

Apricity Financial is an SEC‑registered adviser that serves individuals (including high‑net‑worth clients), businesses, and retirement plans. The firm provides wealth management and discretionary portfolio management, financial planning (both ongoing and standalone/ad‑hoc), retirement plan advisory, and private fund advisory services, and reports approximately $110.8 million in assets under management with a four‑person advisory team. The firm generally constructs long‑term, asset‑allocated portfolios that emphasize low‑cost, diversified ETFs alongside individual stocks, bonds, mutual funds and selected alternative investments, using fundamental analysis and regular monitoring to inform rebalancing and portfolio adjustments. Financial planning is typically integrated into wealth management engagements, while retirement plan services and bespoke planning engagements are offered under separate agreements. Apricity Financial discloses that it may charge performance‑based fees for certain Qualified Clients invested in specified alternative investments and that it acts as adviser to private pooled vehicles; the brochure also notes that certain supervised persons serve as Co‑Developers on the Strata Opportunity Zone series of funds. The firm is affiliated with Apricity Advisors for insurance product sales (with commission compensation) and maintains an institutional relationship with Charles Schwab that provides software and other economic benefits, all of which are disclosed as potential conflicts in the brochure.

To learn more about the advisors currently working at Apricity Financial, 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.