Apforia - Investment Advisers

About Apforia

Apforia LTD is an investment adviser headquartered in Virginia Beach, Virginia, and is listed in the US investment adviser directory. The firm was founded in 2023 by three independent fee-only advisors and operates as an umbrella registered investment adviser under a single SEC registration. Its registry data reports regulatory assets under management of $101.91 million and 20 employees. The firm grew out of two advisory practices: Redeployment Wealth Strategies, founded in Virginia in 2018, and Clear Insight Financial Planning, established in Washington in 2019. By 2023, each was registered in seven states. Combining them brought the registrations to 16 states, a level that qualified the merged business for SEC registration under the multi-state adviser exception. Under this structure, Apforia handles firm-level compliance and regulatory administration for affiliated advisory firms, which keep their own names and brands and continue to provide financial planning services to clients directly. The leadership team includes Sean Gillespie, chief executive officer, and Adrienne Ross, chief financial officer. Apforia is one of the investment advisers in Virginia.

Key Facts

Assets Under Management

$101.91M

Employees

20

SEC File Number

801-128361