APPRISE WEALTH MANAGEMENT LLC

APPRISE WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 288709). Regulatory assets under management: $105.4M.

Registration

• CRD: 288709
• Type: Registered investment adviser
• Phone: (443) 690-5240
• Latest filing: 2026-04-20
• Regulatory AUM: $105.4M
• Discretionary AUM: $105.4M
• Clients: 1
• Accounts: 305

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288709 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search