APIS WEALTH, LLC

APIS WEALTH, LLC is an SEC-registered investment adviser (CRD 305606). Regulatory assets under management: $47.9M.

Registration

• CRD: 305606
• Type: Registered investment adviser
• Phone: (407) 602-6610
• Latest filing: 2026-02-05
• Regulatory AUM: $47.9M
• Discretionary AUM: $43.7M
• Non-discretionary AUM: $4.3M
• Clients: 1
• Accounts: 105

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 305606 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search