Investment adviser representative · Apprise Wealth Management LLC
Philip H. Weiss
CRD 4619842 · Phoenix, MD
At a glance
Philip H. Weiss is an investment adviser representative with Apprise Wealth Management LLC in Phoenix, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Philip’s SEC record dates to 2010, about 16 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firms
- Apprise Wealth Management LLCSince July 2017Phoenix, MD · State-registered or not in the SEC’s list
- Bestgate Wealth Advisors, LLCSince September 2019Frederick, MD · $162M in regulatory assets
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 6 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Philip’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.