A
Apiis Wealth Management Corp.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$393,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Apiis Wealth Management Corp. is a registered investment adviser that provides discretionary portfolio management primarily through third‑party sub‑advisers, along with retirement plan consulting and standalone financial consulting services. It works with a range of client types — including pension and profit‑sharing plans, corporations, nonprofits and individuals — and manages approximately $393,000 in discretionary assets.
The firm employs tactical and strategic asset allocation and seeks to match clients to sub‑advisers whose investment styles align with client objectives, delegating day‑to‑day trading to those sub‑advisers while retaining oversight to hire, fire and monitor them. Apiis conducts periodic reviews of sub‑adviser performance and client accounts and operates using custodian‑held accounts with sub‑advisers authorized to execute transactions and handle fee billing with client authorization.
What distinguishes Apiis from many peers is its combination of services and affiliations: it offers ERISA non‑fiduciary retirement plan consulting (education, participant services and monitoring of fiduciary matters), charges hourly fees for certain financial consulting engagements in addition to asset‑based management fees, and its principals are licensed independent insurance agents who receive commissions for insurance sales. The firm’s routine recommendation and selection of specific sub‑advisers (noted in its brochure) together with its insurance‑related activities represent an atypical mix for an investment‑manager‑focused adviser.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Active portfolio management
Occupation focus
Founder/Business Owner
Fee options
$0+: Up to 1.00% annually for portfolio management services (negotiable) $0+: 0.25% to 1.00% annually for retirement plan consulting (negotiable)
$300 per hour for financial consulting services
Main office location
Apiis Wealth Management Corp.
6940 Beach Blvd, Suite D 705
Buena Park CA 90621, United States
Number of offices
1
Most active in
Apiis Wealth Management Corp. has reported serving >5 clients in these states in the last 12 months.
California
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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