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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-12-2017
- Office Locations
- 1
Office Locations
About Apprise Wealth Management LLC
Apprise Wealth Management is an independent RIA in the Baltimore, MD area serving women nationwide navigating major life transitions (divorce, career change, loss). The firm provides customized financial planning and ongoing decision support around cash flow, saving/spending, and portfolio construction, primarily using ETFs, mutual funds, and fixed income with an asset-allocation and risk-management approach. Custodied at Schwab.
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Owner & Executives
PHILIP HENRY WEISS
Chief Compliance Officer, PRINCIPAL
- CRD
- #4619842
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,354,642 | -- |
| Non-Discretionary | $0 | -- |
| Total | $105,354,642 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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