Appomattox Advisory, Inc
Appomattox Advisory, Inc is an SEC-registered wealth manager in New York, NY with $425.6M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Appomattox Advisory, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 153731, SEC 801-71652, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $425.6M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 6
- Clients
- 22
- CRD
- 153731
- Ownership
- WEBB, SUSAN, PATTERSON; GIL, OSCAR, GUSTAVO; LIPPINCOTT, MICHAEL, TODD; HILLER, JEFFREY; KOLONIARIS, KRISTIN, MARIE
How much AUM does Appomattox Advisory, Inc have?
Appomattox Advisory, Inc reported $425.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Appomattox Advisory, Inc?
Disclosed owners and executives of Appomattox Advisory, Inc include WEBB, SUSAN, PATTERSON, GIL, OSCAR, GUSTAVO, LIPPINCOTT, MICHAEL, TODD, HILLER, JEFFREY, KOLONIARIS, KRISTIN, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.