Apis Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$47,938,381
Total clients
39
46% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
39
Average account size
$1,229,189
About
Apis Wealth provides financial planning, consulting, and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm generally works with clients who meet its $500,000 account minimum and delivers written financial plans, ongoing annual planning services, and rollover/retirement plan guidance.
Investment advice is tailored to each client’s objectives and implemented through asset allocation across equities, mutual funds, ETFs, U.S. and municipal and corporate fixed income, and cash equivalents, with continuous monitoring and periodic rebalancing. The adviser employs fundamental and technical analysis, conducts formal account reviews at least annually (with more frequent informal monitoring), and executes trades using custodial platform services provided by Fidelity/NFS.
Noteworthy for a firm of this size, Apis Wealth’s disclosure includes explicit client exposure to cryptocurrency and a detailed discussion of the tax, custody, and operational risks that entails, alongside specialized planning for corporate executives with concentrated equity positions. The firm is owned and led by a CFP®-certified principal who serves as Manager and Chief Compliance Officer and brings prior private-wealth advisory experience.
Client services
Financial planning
Portfolio management
Expertise
Concentrated stock management
Retirement income strategy
Income planning
College savings (529s, UTMA, etc.)
Occupation focus
Executive
Fee options
Fixed fee based on hourly rate multiplied by estimated time; annual planning fees typically range from $3,000 to $20,000
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.40%
Up to $300 per hour (negotiable)
Account minimum: $200,000
Main office location
Apis Wealth, LLC
Sorrento FL, United States
Number of offices
1
Most active in
Apis Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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