RIA Intel›Advisers›Ohio›APPALOOSA WEALTH MANAGEMENT LLC

APPALOOSA WEALTH MANAGEMENT LLC

Advisory

INDEPENDENCE, OH

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in OH

#630

of 748 advisers by AUM

Average account

$430K

across 206 accounts

AUM per adviser

$89M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM

$89M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$89M

Discretionary AUM$84M

Non-Discretionary AUM$4M

Discretionary %95.1%

Total Clients65

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

65 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

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

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$89M

EQUITTA ADVISORS LLC

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