$47.9M Total AUM
$43.7M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Horizon ridge
- Established Date
- 09-05-2019
- Office Locations
- 1
Office Locations
-- Sorrento FL
About Apis Wealth, LLC
APIS Wealth, LLC is an independent Florida RIA providing wealth consulting, financial planning, and discretionary investment management. The firm emphasizes asset allocation and risk-managed portfolio construction using public funds, with use of ETFs, mutual funds, and fixed income; it also notes digital asset/cryptocurrency planning. Operates on Tamarac and custodies with Fidelity/NFS.
Team overview
47 AVG AGE
$47.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
6.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Unlock to see real insight on value prime.
See the complete signal summary connected to ridge.
Unlock to see real insight on vital alpha wave.
Premium access reveals conviction themes in oak pathway north.
See the complete signal summary connected to bridge.
See the complete signal summary connected to horizon.
Upgrade to reveal position-level detail across harbor peak.
Upgrade to reveal position-level detail across bridge north.
Asset Classes
Timber unison Frontier pioneer Prime
Client Personas
Peak
Investment Themes
Fusion timber Oak
Investment Vehicles
Harbor
Platform
Crest
Services
Fusion Optima Alpha element Focus Fusion Quantum Summit
Technology
Optima glacier
Owner & Executives
DAVID ROBERT SOUDERS
Chief Compliance Officer, Manager, Wealth Manager
- CRD
- #4719657
- Ownership
- 75% or more
(392) 478-5615
glacier.harbor@insightcapital.com
in linkedin.com/in/harbor-glacier
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,659,757 | -- |
| Non-Discretionary | $4,278,624 | -- |
| Total | $47,938,381 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $47,938,381
Public Funds:
35.7% Cash:
11.0% Equity - Exchange:
53.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,998,156,331 | 35.7% |
| Cash | $923,801,671 | 11.0% |
| Equity - Exchange | $4,476,239,005 | 53.3% |
| Total | $8,398,197,007 | 100.0% |