Apprise Wealth Management
Finance · Maryland, United States · 1-10 Employees
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Overview
Headquarters
14840 Hunting Way, Phoenix, Maryland, 21...Phone Number
(443) 690-5240Website
www.apprisewealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
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1
About Apprise Wealth Management
Apprise Wealth Management specializes in providing financial guidance and support to women navigating significant life transitions such as divorce, widowhood, retirement, and career changes. Their services include life planning, financial planning, investment management, and advisory services, all aimed at empowering clients to achieve financial confidence and stability. The firm is dedicated to helping clients understand their financial situation and create tailored plans to reach their goals. Founded by Phil Weiss, a Chartered Financial Analyst and Certified Public Accountant, Apprise Wealth Management is committed to putting clients' interests first and fostering a supportive relationship throughout their financial journey.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Apprise Wealth Management
<$5M
1-10
Private
-
2017
N/A
Company Profile Activity
Activity Insights
Apprise Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Apprise Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Apprise Wealth Management.
Apprise Wealth Management Tech Stack
A closer look at the technologies used by Apprise Wealth Management
Most Recent Scoops
Event
Person-Based
Phillip Weiss, Financial Advisor, appeared on a podcast called "Money Tree Investing" on 06/20/2025. Topics discussed include Commodity cycles, investor sentiment, precious metals.
Events, Podcast
Event
Person-Based
Phillip Weiss, Financial Advisor, appeared on a podcast called "Money Tree Investing" on 06/18/2025. Topics discussed include War in Middle East, AI impact.
Events, Podcast
Event
Person-Based
Phillip Weiss, Financial Advisor, appeared on a podcast called "Money Tree Investing" on 06/11/2025. Topics discussed include AI disruption, workforce obsolescence, AI investment.
Events, Podcast
Event
Person-Based
Phillip Weiss, Financial Advisor, appeared on a podcast called "Money Tree Investing" on 04/11/2025. Topics discussed include Social Security planning, retirement planning, tax strategy.
Events, Podcast
Event
Person-Based
Events, Podcast
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Frequently Asked Questions Regarding Apprise Wealth Management
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Apprise Wealth Management specializes in providing financial guidance and support to women navigating significant life transitions such as divorce, widowhood, retirement, and career changes. Their services include life planning, financial planning, investment management, and advisory services, all aimed at empowering clients to achieve financial co... Read More
