APPRISE WEALTH MANAGEMENT LLC
CRD 288709
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$105.4M
Discretionary AUM
$105.4M
Team
1 total employees; 1 advisory reps; 12 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-20
Disciplinary history
No
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- SEC IAPD →
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- FINRA BrokerCheck →
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $9.5M |
| High net worth individuals | 50 | $95.8M |
All web addresses on file
- https://www.facebook.com/phil.weiss.330
- HTTPS://X.COM/APPRISEWEALTH
- https://www.linkedin.com/in/philip-weiss/
- HTTPS://WWW.APPRISEWEALTH.COM
- HTTPS://WWW.FACEBOOK.COM/APPRISEWEALTH
- https://www.instagram.com/phweiss11/
- https://www.youtube.com/channel/UCdxgFt2cD1r5WP0-Y6LqMDg
- https://www.linkedin.com/company/11528848/admin/
- https://www.tiktok.com/@apprisewm
- https://apprisewealth.substack.com
- https://medium.com/@philweiss_11792
- http://yourunwrittenchapter.com/
Official SEC filing: View on IAPD