David Souders
Apis Wealth · Sorrento, Florida
David Souders is a fee-only financial advisor at Apis Wealth in Sorrento, Florida, who holds the CFP credential. Apis Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Apis Wealth |
|---|---|
| Based in | Sorrento, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $47.9M across 105 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, GA, TX · CRD 4719657 |
| Exams passed | Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.apiswealth.com |
| Profile |
How David's firm compares
- Apis Wealth's average account is about $457,000, from its Form ADV (assets managed divided by 105 accounts).
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Questions about David
Is David Souders a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Apis Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Apis Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Souders based?
David Souders is based in Sorrento, Florida.
What credentials does David Souders hold?
David Souders holds the CFP credential.
Is David Souders registered with the SEC?
Yes. David Souders is registered as an investment adviser representative in FL, GA and TX (CRD 4719657), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Apis Wealth manage?
Apis Wealth reports $47.9M across 105 accounts in assets under management.
How do I contact David Souders?
Through David's website, www.apiswealth.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
- 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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