Disclosures

Part 2A of Form ADV

Apprise Wealth Management LLC is a registered investment adviser offering advisory services in the State of Maryland and in other jurisdictions where exempted.

Website Content

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Apprise Wealth Management LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.

Registration Information

Advisory services are offered through Apprise Wealth Management LLC, an investment advisor firm domiciled in the State of Maryland. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator. The State of Maryland’s Securities Division can be reached at: http://www.marylandattorneygeneral.gov/Pages/Securities/default.aspx

Beneficiary Designation Checklist

Naming a beneficiary to your account is a simple, effective, and flexible way to keep your assets out of probate after death. Use this checklist to make sure your accounts have correctly designated beneficiaries.

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Beneficiary Designations