Apprise Wealth Management LLC

Apprise Wealth Management LLC (CRD# 288709) is a financial advisory firm headquartered in , . They manage $42,165,681 in 263 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details

https://www.linkedin.com/in/megan-kopka-cfp%c2%ae-rlp%c2%ae-a5271a9/

By the Numbers

Total Assets Under Management

42

MILLION
Total Number of Accounts

263

ACCOUNTS
Average Account Value

$160,326

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
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

MD, NC, NJ, NY, PA, TX, VA

Financial Advisors at Apprise Wealth Management LLC

Showing 1 - 2 of 2 top financial advisors.

Megan F. Kopka

CRD#: 5380442

Phoenix, MD

Megan Kopka (CRD# 5380442) is an Investment Advisor Representative working at Apprise Wealth Management LLC in Phoenix, MD and has over 16 years of experience in the finance industry.

Philip H. Weiss

CRD#: 4619842

Phoenix, MD

Philip Weiss (CRD# 4619842) is an Investment Advisor Representative working at Apprise Wealth Management LLC in Phoenix, MD and has 1 year 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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