APRICITY FINANCIAL PLANNING

APRICITY FINANCIAL PLANNING of WHITEHOUSE, OH is an SEC-registered investment adviser (CRD 327291). Regulatory assets under management: $1.4M.

Registration

• CRD: 327291
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327291 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search