Apeiron Wealth Service
Firm details
- Headquarters
- Astoria, New York
- CRD number
- 343168
- Registered since
- September 2, 2026
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Apeiron Wealth Service, organized as an LLC, registered with the SEC in 2026 and owned by an individual, is a newly formed adviser focused on planning and portfolio work for individuals and small businesses. The firm’s stated advisory activities include financial planning, discretionary portfolio management for individuals/small businesses, and the selection of other advisers — the last point signaling a role in sourcing or overseeing third-party managers on behalf of clients. Fee arrangements combine a percentage-of-assets model with the option for hourly charges. The firm is identified as a capital allocator and does not list ESG as an active investment focus. It is not currently multi-state in its adviser designation.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1James Christopher
PresidentCRD 5761273
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Astoria, NY
Queens
Location
Astoria, NY
Headquartered in Astoria, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Queens
- Address
- 3708 28th Ave
- Time zone
- ET (UTC-5)
- Office locations
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