# Apostolos Paul Lountzis

> Apostolos Paul Lountzis is a fee-only financial advisor at Lountzis Asset Management in Wyomissing, Pennsylvania. Apostolos Paul focuses on family wealth transfer. Lountzis Asset Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/apostolos-paul-lountzis/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Lountzis Asset Management
- **Based in:** Wyomissing, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $624.1M across 325 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families, Ultra high net worth
- **CRD:** 2585248 (https://adviserinfo.sec.gov/individual/summary/2585248)
- **SEC registration:** Investment adviser representative in FL, NY, PA, TX
- **Exams passed:** Series 63 (1995), Series 65 (1995)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.lountzis.com

## Frequently asked questions

### Is Apostolos Paul Lountzis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Apostolos Paul holds no broker registration, and Lountzis Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Apostolos Paul charge for financial advice?

Apostolos Paul's firm, Lountzis Asset Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Apostolos Paul Lountzis based?

Apostolos Paul Lountzis is based in Wyomissing, Pennsylvania.

### What does Apostolos Paul specialize in?

Apostolos Paul's specialties include family wealth transfer. Apostolos Paul works with multi-generational families and ultra high net worth.

### Is Apostolos Paul Lountzis registered with the SEC?

Yes. Apostolos Paul Lountzis is registered as an investment adviser representative in FL, NY, PA and TX (CRD 2585248), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lountzis Asset Management manage?

Lountzis Asset Management reports $624.1M across 325 accounts in assets under management.

### How do I contact Apostolos Paul Lountzis?

Through Apostolos Paul's website, www.lountzis.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2585248): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://lountzis.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.