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APRICITY FINANCIAL, LLC

· CRD 330201 · IAPD ↗ · 855-449-7100

$110.8MRegulatory AUM
4Advisory reps
6Employees
0Clients
1-10Planning clients
1Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — APRICITY FINANCIAL, LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
95
January 2026 — APRICITY FINANCIAL, LLC (location n/a) is newly SEC-registered with $108.8M RAUM and 4 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.