Apis Wealth, LLC

Apis Wealth, LLC (CRD# 305606) is a financial advisory firm headquartered in , . They manage $42,295,727 in 104 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.linkedin.com/company/apis-wealth
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $406,690
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, TX

Financial Advisors at Apis Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Souders, financial advisor Sorrento FL
David R. Souders
CRD#: 4719657
Sorrento, FL

David Souders (CRD# 4719657) is an Investment Advisor Representative working at Apis Wealth, LLC in Sorrento, FL and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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