RIA Intel›Advisers›California›APIIS WEALTH MANAGEMENT CORP.

APIIS WEALTH MANAGEMENT CORP.

Advisory

BUENA PARK, CA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in CA
#5,367
of 5,480 advisers by AUM
Average account
$197K
across 2 accounts
AUM per adviser
$197K
2 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$393K
Discretionary %
100%
Clients
2
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$393K
Discretionary AUM$393K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

HELLMAN & FRIEDMAN CAPITAL MANAGEMENT
SAN FRANCISCO, CA
$392K
OPULENT STRATEGIES, LLC
$392K
GAYLORD WEALTH MANAGEMENT, LLC
ROCKLIN, CA
$395K
TRIGOFI LLC
EMERYVILLE, CA
$395K
GREENERBUCKS
SACRAMENTO, CA
$396K
MAGNOLIA CAPITAL ASSET MANAGEMENT LLC
IRVINE, CA
$400K

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