$47.9M Total AUM
$43.7M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
6 yrs Firm Age
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- 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
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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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
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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 | -- |
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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% |