Overview
Assets Under Management: $730 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 208
Average Client Assets: $2 million
Frequently Asked Questions
APEIRON RIA LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289273), APEIRON RIA LLC is subject to fiduciary duty under federal law.
APEIRON RIA LLC is headquartered in DALLAS, TX.
APEIRON RIA LLC serves 208 high-net-worth clients according to their SEC filing dated March 21, 2025. View client details ↓
According to their SEC Form ADV, APEIRON RIA LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
APEIRON RIA LLC manages $730 million in client assets according to their SEC filing dated March 21, 2025.
According to their SEC Form ADV, APEIRON RIA LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 208
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.86
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,411
Discretionary Accounts: 2,405
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 289273
Filing ID: 1962930
Last Filing Date: 2025-03-21 11:27:00
Website: https://apeironplanning.com