Wealth Apple, LLC

Wealth Apple, LLC (CRD# 269908) is a financial advisory firm headquartered in Philadelphia, PA. They manage $1,438,800 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $79,933
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Wealth Apple, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael S. Klena
CRD#: 2145123
21 S 11th St, Suite 518, Philadelphia, PA 19107
93
Wealthminder
score

Michael Klena (CRD# 2145123) is an Investment Advisor Representative working at Wealth Apple, LLC in Philadelphia, PA and has over 26 years of experience in the finance industry.

2
Kenneth H. Marienau
CRD#: 4007536
21 S 11th St Ste 518, Philadelphia, PA 19107
93
Wealthminder
score

Kenneth Marienau (CRD# 4007536) is an Investment Advisor Representative working at Wealth Apple, LLC in Philadelphia, PA and has over 18 years of experience in the finance industry.

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