Overview
Assets Under Management: $111 million
High-Net-Worth Clients: 33
Average Client Assets: $2.2 million
Frequently Asked Questions
APRICITY FINANCIAL, 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 #330201), APRICITY FINANCIAL, LLC is subject to fiduciary duty under federal law.
APRICITY FINANCIAL, LLC serves 33 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, APRICITY FINANCIAL, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and pension consulting services. View all service details ↓
APRICITY FINANCIAL, LLC manages $111 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, APRICITY FINANCIAL, LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.77%
Average Client Assets: $2.2 million
Total Client Accounts: 182
Discretionary Accounts: 168
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 330201
Filing ID: 2047643
Last Filing Date: 2026-03-30 18:35:11