# Apprise Wealth Management LLC

> Apprise Wealth Management LLC is a state-registered investment advisory firm, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 20, 2026.

- CRD: 288709
- Filed as: APPRISE WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288709
- AdvisorCensus page: https://advisorcensus.com/firm/apprise-wealth-management-llc-288709

## Quick answers

**How is Apprise Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Apprise Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Apprise Wealth Management LLC registered with the SEC or a state?**
Apprise Wealth Management LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288709.

**How much does Apprise Wealth Management LLC manage?**
Apprise Wealth Management LLC reports $105,354,642 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (100% discretionary).

**What types of clients does Apprise Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (50); individuals (other than high net worth individuals) (26).

**Does Apprise Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/288709

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $105,354,642
- Discretionary: $105,354,642
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $9,506,670 |
| High net worth individuals | 50 | $95,847,972 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, NJ, NY, PA, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [apprisewealth.com](https://apprisewealth.com)
- [apprisewealth.substack.com](https://apprisewealth.substack.com)
- [medium.com/@philweiss_11792](https://medium.com/@philweiss_11792)
- [yourunwrittenchapter.com](https://yourunwrittenchapter.com)
- Facebook @APPRISEWEALTH
- Facebook @phil.weiss.330
- Instagram @phweiss11
- LinkedIn @11528848
- LinkedIn @philip-weiss
- TikTok @apprisewm
- X @APPRISEWEALTH
- YouTube @UCdxgFt2cD1r5WP0-Y6LqMDg

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Apprise Wealth Management LLC (CRD 288709): Form ADV filing data as of October 2026.