# APRICITY FINANCIAL PLANNING

APRICITY FINANCIAL PLANNING of WHITEHOUSE, OH is an SEC-registered investment adviser.

## Registration

- CRD: 327291
- Type: SEC-registered investment adviser
- Location: 6901 PROVIDENCE STREET, WHITEHOUSE, OH, 43571
- Phone: 419-825-6161
- Latest filing: 2026-03-30
- Regulatory AUM: $1.4M
- Discretionary AUM: $1.4M
- Clients: 1
- Accounts: 25

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327291/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327291/similar
- Related entities: https://search.stillhousedata.com/firm/327291/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327291

---

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.