APIIS WEALTH MANAGEMENT CORP.

APIIS WEALTH MANAGEMENT CORP. of BUENA PARK, CA is an SEC-registered investment adviser (CRD 335241). Regulatory assets under management: $393K.

Registration

• CRD: 335241
• Type: Registered investment adviser
• Location: 6940 BEACH BLVD, BUENA PARK, CA, 90621
• Phone: 714-694-2400
• Latest filing: 2026-03-23
• Regulatory AUM: $393K
• Discretionary AUM: $393K
• Clients: 2
• Accounts: 2

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335241 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search