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APPLEWHITE & BUYS FINANCIAL ADVISORS

DALLAS, TX · CRD 169799 · IAPD ↗ · applewhitefp.com · 214-710-2498

$153.1MRegulatory AUM
2Advisory reps
2Employees
90Clients
101-250Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2025 — APPLEWHITE & BUYS FINANCIAL ADVISORS (DALLAS, TX) is newly SEC-registered with $138.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.