Apis Wealth, LLC
Apis Wealth, LLC (CRD# 305606) is a financial advisory firm headquartered in , . They manage $42,295,727 in 104 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Apis Wealth, LLC
By the Numbers
-
Total Assets Under Management42MILLION
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Total Number of Accounts104ACCOUNTS
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Average Account Value$406,690
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, TX
Financial Advisors at Apis Wealth, LLC
1
David Souders (CRD# 4719657) is an Investment Advisor Representative working at Apis Wealth, LLC in Sorrento, FL and has over 20 years of experience in the finance industry.
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