APPALOOSA WEALTH MANAGEMENT LLC

APPALOOSA WEALTH MANAGEMENT LLC of INDEPENDENCE, OH is an SEC-registered investment adviser (CRD 169935). Regulatory assets under management: $88.6M.

Registration

• CRD: 169935
• Type: Registered investment adviser
• Location: CROWN CENTRE 5005 ROCKSIDE ROAD, INDEPENDENCE, OH, 44131
• Phone: 216-573-3725
• Latest filing: 2026-03-12
• Regulatory AUM: $88.6M
• Discretionary AUM: $84.3M
• Non-discretionary AUM: $4.3M
• Clients: 1
• Accounts: 206

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169935 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search