Leo Somera
Apforia · Virginia Beach, Virginia
Leo Somera is a fee-only financial advisor at Apforia in Virginia Beach, Virginia. Apforia reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Apforia |
|---|---|
| Based in | Virginia Beach, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $101.9M across 1,228 accounts |
| SEC registration | Investment adviser representative in VA · CRD 8240588 |
| Exams passed | Series 65 (2026) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.apforia.com |
How Leo's firm compares
- Apforia's average account is about $83,000, from its Form ADV (assets managed divided by 1,228 accounts).
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Questions about Leo
Is Leo Somera a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leo holds no broker registration, and Apforia reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Leo charge for financial advice?
Leo's firm, Apforia, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Leo Somera based?
Leo Somera is based in Virginia Beach, Virginia.
Is Leo Somera registered with the SEC?
Yes. Leo Somera is registered as an investment adviser representative in VA (CRD 8240588), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Apforia manage?
Apforia reports $101.9M across 1,228 accounts in assets under management.
How do I contact Leo Somera?
Through Leo's website, www.apforia.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Virginia Beach
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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