Applewhite & Buys Financial Advisors
Applewhite & Buys Financial Advisors is an SEC-registered mass-market adviser in Dallas, TX with $153.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Applewhite & Buys Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169799, SEC 801-134467, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $153.1M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Dallas, TX
- Employees
- 2
- Clients
- 185
- CRD
- 169799
- Ownership
- APPLEWHITE, JOSEPH, PAUL; JALHA APPLE PLLC; BLACKWATER LEDGER PLLC; Buys, Timothy, Aaron
How much AUM does Applewhite & Buys Financial Advisors have?
Applewhite & Buys Financial Advisors reported $153.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Applewhite & Buys Financial Advisors?
Disclosed owners and executives of Applewhite & Buys Financial Advisors include APPLEWHITE, JOSEPH, PAUL, JALHA APPLE PLLC, BLACKWATER LEDGER PLLC, Buys, Timothy, Aaron. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.