Apricity Financial, LLC
Apricity Financial, LLC is an SEC-registered wealth manager with $110.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Apricity Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330201, SEC 801-134856, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $110.8M (2026-03-30)
- Firm type
- Wealth Manager
- Employees
- 6
- Clients
- 78
- CRD
- 330201
- Ownership
- CRUZ, LINDSEY, MARIE; BERRY, MICHAEL, SCOTT; MICHAEL SCOTT FINANCIAL, LLC; APRICITY HOLDING COMPANY LLC
How much AUM does Apricity Financial, LLC have?
Apricity Financial, LLC reported $110.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Apricity Financial, LLC?
Disclosed owners and executives of Apricity Financial, LLC include CRUZ, LINDSEY, MARIE, BERRY, MICHAEL, SCOTT, MICHAEL SCOTT FINANCIAL, LLC, APRICITY HOLDING COMPANY LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.