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APRICITY FINANCIAL PLANNING

APRICITY FINANCIAL PLANNING, LLC

CRD 327291

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6901 PROVIDENCE STREET, WHITEHOUSE, OH, 43571, United States

Phone

419-825-6161

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$1.4M

Discretionary AUM

$1.4M

Team

1 total employees; 1 advisory reps; 5 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals12$1.0M
High net worth individuals1$418K

All web addresses on file

Official SEC filing: View on IAPD