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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

APFORIA

APFORIA LTD, CRD 327176

VIRGINIA BEACH, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4a641d03-8379-07ec-468c-76b0982b2e7d

Data as of Sep 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 4
On other graphs: 0
Observed: Jun 19, 2023 to Sep 10, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $102MItem 5.F on the latest filing (2026-09-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $102M
Private client RAUM: $98.4MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $10.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 18
Advisory employees: 10
Offices: 7Schedule D 1.F, beyond the principal office
Accounts: 1,228
Individual clients: 312
High net worth clients: 56
SEC number: 801-128361
CRD: 327176
Filings on the tape: 16
First filed: Jun 19, 2023
Latest filed: Sep 10, 2026
Organised: Corporation, VA
Website: apforia.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Adrienne Gail Ross	Certified Financial Planner\|Chartered Financial Consultant	VIRGINIA BEACH, VA \| Spokane, WA	3	13	1	no
SEAN C GILLESPIE	n/a	VIRGINIA BEACH, VA	3	13	3	no
REBECCA ELIZABETH MEATS	Personal Financial Specialist	VIRGINIA BEACH, VA \| La Center, WA	2	11	3	no
Michael Hunsberger	Certified Financial Planner\|Chartered Financial Consultant	VIRGINIA BEACH, VA \| Saint Charles, MO	1	30	1	no
AMY SUSAN KING	Certified Financial Planner	Venice, FL \| VIRGINIA BEACH, VA	1	29	2	no
GREGORY M YOUNG	Certified Financial Planner\|Chartered Financial Consultant	VIRGINIA BEACH, VA \| North Kingstown, RI	1	12	2	no
Joseph Donald Brown	Certified Financial Planner	VIRGINIA BEACH, VA \| Westerly, RI	1	28	2	no
Angela Marie Ramirez Cloe	Chartered Financial Consultant	VIRGINIA BEACH, VA \| Virginia Beach, VA	0	22	n/a	no
Leo Somera	n/a	VIRGINIA BEACH, VA	0	21	n/a	no
Jon Joseph Belajac	n/a	Cheswick, PA \| VIRGINIA BEACH, VA	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Allen, Paul, David	CHIEF COMPLIANCE OFFICER	C	yes	05/2023	Jun 19, 2023	Nov 5, 2024
GILLESPIE, SEAN, C	INVESTMENT ADVISER REPRESENTATIVE	C	yes	05/2023	Jun 19, 2023	Nov 5, 2024
Ross, Adrienne, Gail	INVESTMENT ADVISER REPRESENTATIVE	C	yes	05/2023	Jun 19, 2023	Nov 5, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Spokane	Wa	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 17, 2026	$102M	$102M	20	11	7	n/a	n/a
2024	Apr 1, 2025	$96.3M	$94.1M	9	9	1	n/a	n/a
2023	Mar 27, 2024	$37.6M	$37.6M	6	6	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	6	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$102M	$96.3M	5.8%	n/a	n/a	18	9	7	1

Relationships

Registered with (13)

← Jon Joseph BelajacAdvisorregistration: current employment
Apr 16, 2026 to presentfactForm ADV
← Leo SomeraAdvisorregistration: current employment
Apr 1, 2026 to presentfactForm ADV
← Angela Marie Ramirez CloeAdvisorregistration: current employment
Nov 14, 2025 to presentfactForm ADV
← Joseph Donald BrownAdvisorregistration: current employment
May 6, 2025 to presentfactForm ADV
← GREGORY M YOUNGAdvisorregistration: current employment
Oct 15, 2024 to presentfactForm ADV
← AMY SUSAN KINGAdvisorregistration: current employment
Oct 14, 2024 to presentfactForm ADV
← Michael HunsbergerAdvisorregistration: current employment
Oct 9, 2024 to presentfactForm ADV
← REBECCA ELIZABETH MEATSAdvisorregistration: current employment
Jan 4, 2024 to presentfactForm ADV
← SEAN C GILLESPIEAdvisorregistration: current employment
Sep 19, 2023 to presentfactForm ADV
← Adrienne Gail RossAdvisorregistration: current employment
Aug 2, 2023 to presentfactForm ADV
← KATHLEEN COLBURN COTEAdvisorregistration: previous registration
Mar 19, 2024 to Jul 7, 2025factForm ADV
← Omen QuelvogAdvisorregistration: previous registration
Jan 4, 2024 to Mar 21, 2025factForm ADV
← Rebecca Anne NossAdvisorregistration: previous registration
Jan 9, 2024 to Jan 30, 2024factForm ADV

Controls (3)

← GILLESPIE, SEAN, COwnerINVESTMENT ADVISER REPRESENTATIVE, ownership code C, individual
Jun 19, 2023 to Nov 5, 2024factForm ADV
← Allen, Paul, DavidOwnerCHIEF COMPLIANCE OFFICER, ownership code C, individual
Jun 19, 2023 to Nov 5, 2024factForm ADV
← Ross, Adrienne, GailOwnerINVESTMENT ADVISER REPRESENTATIVE, ownership code C, individual
Jun 19, 2023 to Nov 5, 2024factForm ADV

Dated events

Occurred
Jul 7, 2025
Advisor changed firm
Kathleen Colburn Cote left Apforia for Red Clover Wealth Management, Llc (registered 2025-07-07)
Form ADVobserved 5 days ago
Occurred
Mar 21, 2025
Advisor changed firm
Omen Quelvog left Apforia for Formynder Wealth Management, Llc (registered 2025-05-14)
Form ADVobserved 5 days ago
Occurred
Jan 30, 2024
Advisor changed firm
Rebecca Anne Noss left Apforia for Healthy Wealth (registered 2024-05-17)
Form ADVobserved 5 days ago
Occurred
Jun 19, 2023
First Form ADV filing
Apforia filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4a641d03-8379-07ec-468c-76b0982b2e7d
First observed: Jun 19, 2023
Last observed: Sep 10, 2026 10 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

APFORIA

APFORIA LTD, CRD 327176

VIRGINIA BEACH, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4a641d03-8379-07ec-468c-76b0982b2e7d

Data as of Sep 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:20 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Adrienne Gail Ross

Certified Financial Planner|Chartered Financial Consultant

VIRGINIA BEACH, VA | Spokane, WA

SEAN C GILLESPIE

n/a

VIRGINIA BEACH, VA

REBECCA ELIZABETH MEATS

Personal Financial Specialist

VIRGINIA BEACH, VA | La Center, WA

Michael Hunsberger

Certified Financial Planner|Chartered Financial Consultant

VIRGINIA BEACH, VA | Saint Charles, MO

AMY SUSAN KING

Certified Financial Planner

Venice, FL | VIRGINIA BEACH, VA

GREGORY M YOUNG

Certified Financial Planner|Chartered Financial Consultant

VIRGINIA BEACH, VA | North Kingstown, RI

Joseph Donald Brown

Certified Financial Planner

VIRGINIA BEACH, VA | Westerly, RI

Angela Marie Ramirez Cloe

Chartered Financial Consultant

VIRGINIA BEACH, VA | Virginia Beach, VA

n/a

Leo Somera

n/a

VIRGINIA BEACH, VA

n/a

Jon Joseph Belajac

n/a

Cheswick, PA | VIRGINIA BEACH, VA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Allen, Paul, David

CHIEF COMPLIANCE OFFICER

yes

05/2023

Jun 19, 2023

Nov 5, 2024

GILLESPIE, SEAN, C

INVESTMENT ADVISER REPRESENTATIVE

yes

05/2023

Jun 19, 2023

Nov 5, 2024

Ross, Adrienne, Gail

INVESTMENT ADVISER REPRESENTATIVE

yes

05/2023

Jun 19, 2023

Nov 5, 2024

City

State

Country

Employees

Also broker-dealer

Spokane

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 17, 2026

$102M

n/a

2024

Apr 1, 2025

$96.3M

$94.1M

n/a

2023

Mar 27, 2024

$37.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$102M

$96.3M

5.8%

n/a