Apo Financial Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westminster, CO. Its latest Form ADV filing, dated April 1, 2026, reports $124M in regulatory assets under management, 7 employees, 6 offices, and 929 accounts.
Assets Under Management
$124M
Employees
7
Offices
6 offices
Total Clients
542
Primary office
WESTMINSTER, CO
10155 WESTMOOR DRIVE, SUITE 125, WESTMINSTER, CO, United States
Top client segmentIndividuals represent 98.9% of total clients.
Top client categories% of clientsClients
1
Individuals
98.9%
536
2
HNWI
1.1%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$124Mas of April 1, 2026
Discretionary100.0%
$124M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$124M
Total Accounts929
10Y AUM Change+$20M (+19.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee77:1
10Y Employee Change-3 (-30.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.