Wealth Apple, LLC

Wealth Apple, LLC (CRD# 269908) is a financial advisory firm headquartered in Philadelphia, PA. They manage $4,851,083 in 7 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2312 Lombard St, Philadelphia, PA 19146
https://www.alignedinvestor.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $693,012
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.

NY, PA

Financial Advisors at Wealth Apple, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael Klena, financial advisor Rochester NY
Michael S. Klena
CRD#: 2145123
Rochester, NY

Michael Klena (CRD# 2145123) is an Investment Advisor Representative working at Wealth Apple, LLC in Rochester, NY and has over 9 years of experience in the finance industry.

2
Kenneth Marienau, financial advisor Rochester NY
Kenneth H. Marienau
CRD#: 4007536
Rochester, NY

Kenneth Marienau (CRD# 4007536) is an Investment Advisor Representative working at Wealth Apple, LLC in Rochester, NY and has over 24 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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