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APPRISE WEALTH MANAGEMENT LLC

Advisory

MD

Data as of Apr 20, 2026 · Source: SEC Form ADV

Rank in MD
#356
of 468 advisers by AUM
Average account
$345K
across 305 accounts
AUM per adviser
$105M
1 advisers

Source: SEC Form ADV. Figures as filed Apr 20, 2026.

Total AUM
$105M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$105M
Discretionary AUM$105M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients76
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMD, NJ, NY, PA, TX, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MD

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

SHAPIRO ROBINSON & ASSOCIATES INC.
HUNT VALLEY, MD
$105M
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BLACKSTREET CAPITAL MANAGEMENT, LLC
CHEVY CHASE, MD
$104M
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KALAMATA ASSET MANAGEMENT LLC
BETHESDA, MD
$107M
-1.9% 1Y
XAVIER CAPITAL MANAGEMENT, LLC
LARGO, MD
$107M
+24.8% 1Y
KRC INVESTMENT ADVISERS LLC
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$107M
+2.8% 1Y
BLACKSTREET CAPITAL ADVISORS II, LLC
CHEVY CHASE, MD
$103M
-8.8% 1Y

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