Apostolos Paul Lountzis
Lountzis Asset Management · Wyomissing, Pennsylvania
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.
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Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Lountzis Asset Management |
|---|---|
| Based in | Wyomissing, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $624.1M across 325 accounts |
| SEC registration | Investment adviser representative in FL, NY, PA, TX · CRD 2585248 |
| Exams passed | Series 63 (1995) · Series 65 (1995) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.lountzis.com |
How Apostolos Paul's firm compares
- Lountzis Asset Management's average account is about $1.9 million, from its Form ADV (assets managed divided by 325 accounts).
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Questions about Apostolos Paul
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Lountzis Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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