Apiis Wealth Management Corp.
Firm details
- Headquarters
- Buena Park, California
- CRD number
- 335241
- Website
- apiiswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Apiis Wealth Management Corp. is a small, California-registered corporate RIA that positions itself as a capital allocator for institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Compensation is charged as a percentage of assets under management and via hourly fees. The firm reports an affiliation with an insurance company and does not identify as an active ESG investor.
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
Asset composition
- Cash & Cash Equivalents81%
- Exchange Traded Equities19%
Contacts
2 of 2
Kyung Choe
OwnerCRD 4601855
Harinne Kim
Investment Adviser RepresentativeCRD 3181440
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Buena Park, CA
Orange
Location
Buena Park, CA
Headquartered in Buena Park, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 6940 Beach Blvd
- Time zone
- PT (UTC-8)
- Office locations
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