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Apforia

Apforia. CRD 327176

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CRD: 327176

Apforia

Virginia Beach, VA, 23452
8337802487
www.nextmissionfinancialplanning.com
$101.9M Total AUM
$101.9M Disc. AUM
-- 3Y CAGR
20 Employees
498 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Truist Bank
Clients
Retail and Institutional
Platforms
Insight radialCapital +more
Established Date
08-02-2023
Office Locations
8

Office Locations

240 Mustang Trail Suite 10 Virginia Beach VA
582 Lynnhaven Parkway STE 102 Virginia Beach VA
905 W Riverside AVE, Suite 201 Spokane WA

About Apforia

Clear Insight Wealth Management (APFORIA LTD dba Clear Insight Wealth Management) is a fee-only, fiduciary SEC-registered RIA providing holistic financial planning, customized investment management, and integrated tax guidance. The firm focuses on business owners, military families/veterans, and government employees, helping them navigate key transitions like retirement, military-to-civilian moves, and business changes with plan-driven advice backed by 38 years of combined experience.

Team overview

44 AVG AGE
$9.3M AVG AUM / ADVISOR
$204.6K AVG AUM / CLIENT
1.7 yrs AVG TENURE
20 Employees
11 Advisory Reps
11 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Zenith Fusion

Client Personas

Meridian crest

Investment Themes

Fusion

Investment Vehicles

Value

Services

Quantum Unison peak Pathway timber Crest vertex

Technology

Bridge oak Horizon Harbor timber Insight glacier

Owner & Executives

Paul David Allen

Paul David Allen

Chief Compliance Officer, Financial Advisor

CRD
#6582946
Ownership
25% but less than 50%
(414) 478-9572
quantum.glacier@wavecapital.com
in linkedin.com/in/foundation-unison
SEAN C GILLESPIE

SEAN C GILLESPIE

Chief Executive Officer, Financial Advisor

CRD
#6036446
Ownership
25% but less than 50%
(532) 889-1751
vertex.pioneer@crestcapital.com
in linkedin.com/in/foundation-matrix
F

Foundation foundation

Horizon foundation vector

CRD
#71233
Ownership
31.3%
(338) 356-7808
value.bridge@embercapital.com
in linkedin.com/in/matrix-capital

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Contacts

Jon Joseph Belajac

Jon Joseph Belajac

Associate Financial Planner

CRD
#8252182
(740) 891-9402
catalyst.horizon@capitalcapital.com
in linkedin.com/in/alpha-insight
Joseph Donald Brown

Joseph Donald Brown

Founder

CRD
#7716474
(238) 309-5883
pioneer.pathway@crestcapital.com
in linkedin.com/in/signal-vital
C

Crest quantum

North north zenith

CRD
#51562
(557) 234-1853
summit.pioneer@foundationcapital.com
in linkedin.com/in/vital-element

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-27-2023
11-05-2024
11-27-2025
04-17-2026
Category Assets AVG. Account size
Discretionary $101,914,296 $82,992
Non-Discretionary $0 --
Total $101,914,296 $82,992

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Separately Managed Accounts

Total SMA Asset: $101,914,296

$101.9M Total SMA
Public Funds:
32.8%
Cash:
30.9%
Equity - Exchange:
11.5%
U.S. Government/Agency:
24.8%
Asset class Assets Assets %
Public Funds $240,458,945 32.8%
Cash $226,529,921 30.9%
Equity - Exchange $84,307,252 11.5%
U.S. Government/Agency $181,810,421 24.8%
Total $733,106,539 100.0%

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