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APIIS WEALTH MANAGEMENT CORP.
CRD 335241
6940 BEACH BLVD, SUITE D-705, BUENA PARK, CA, 90621, United States
Phone
714-694-2400
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$393K
Discretionary AUM
$393K
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 2 | $393K |
All web addresses on file
Official SEC filing: View on IAPD