Wealth Apple, LLC

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

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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.


Financial Advisors at Wealth Apple, LLC
Showing 1 - 1 of 1 top financial advisors.
Michael S. Klena
CRD#: 2145123
325 Chestnut St, Suite 800, Philadelphia, PA 19106

Michael Klena (CRD# 2145123) is an Investment Advisor Representative working at Wealth Apple, LLC in Philadelphia, PA and has over 25 years of experience in the finance industry.

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