# APPLEWOOD WEALTH ADVISORS, LLC

APPLEWOOD WEALTH ADVISORS, LLC of PITTSFORD, NY is an SEC-registered investment adviser.

## Registration

- CRD: 158859
- Type: SEC-registered investment adviser
- SEC file number: 801-72691
- Location: 67B MONROE AVE., PITTSFORD, NY, 14534
- Phone: 585-267-4900
- Latest filing: 2011-10-07
- Clients: 6

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| [Brown T Michael](https://search.stillhousedata.com/person/242807) | MANAGER/CHIEF COMPLIANCE OFFICER | Calgary, A0 |
| [VAN ZEE SHERRY ANN](https://search.stillhousedata.com/person/763241) | MANAGER / CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158859/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158859/similar
- Related entities: https://search.stillhousedata.com/firm/158859/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158859

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.