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APPALOOSA WEALTH MANAGEMENT LLC
CRD 169935
CROWN CENTRE 5005 ROCKSIDE ROAD, SUITE 600, INDEPENDENCE, OH, 44131, United States
Phone
216-573-3725
Fax
216-573-3725
Registration
— (—)
Source
State registered
Total AUM
$88.6M
Discretionary AUM
$84.3M
Team
1 total employees; 1 advisory reps; 65 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $37.4M |
| High net worth individuals | 20 | $51.2M |
All web addresses on file
Official SEC filing: View on IAPD