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Apple & Associates

EST. AUM
$137,703,665

CONTACTS
2

CLIENT ACCOUNTS
525

Firm Details

Metro area Sacramento
CRD Number 126849
Website appleandassociates.com
Client types

Overview

Apple & Associates is a financial planning and advisory firm that provides personalized wealth management services to individuals, families, and business owners. The firm focuses on helping clients achieve long-term financial security through thoughtful planning, disciplined investment strategies, and ongoing advisory relationships. Its approach emphasizes client-specific goals such as retirement planning, wealth preservation, estate considerations, and overall financial well-being, delivered through fiduciary-focused advice rather than product-driven solutions.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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