PW
Philip H. Weiss
APPRISE WEALTH MANAGEMENT LLC
Phoenix, MD
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CRD#: 4619842
PW
Professional summary
Philip Henry Weiss is a registered financial advisor currently at APPRISE WEALTH MANAGEMENT LLC located in Phoenix, Maryland and BESTGATE WEALTH ADVISORS, LLC located in Frederick, Maryland.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Philip has worked at 6 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Phil is a co-presiding partner of Hay Weiss, CPA, LLC, 14840 Hunting Way, Phoenix, MD 21131. Hay Weiss is a non-investment-related business that provides payroll and accounting services. He became a co-presiding partner in Hay Weiss when it was founded in 2002. Though he remains a partner, he devotes only 10-15 hours per year to the business, none of which occur during security trading hours or normal business hours. His duties are generally confined to tracking business expenses, making disbursements, and preparing and filing the business tax returns. Compensation he receives for financial writing in an independent contractor capacity is also paid to Mr. Weiss through Hay Weiss, CPA, LLC. In addition, as of December 2014, Phil began occasionally reviewing industry guides for the CFA Institute, 915 East High Street, Charlottesville, VA 22902. The CFA Institute is a global association of investment professionals. The organization offers the Chartered Financial Analyst (CFA) designation. It provides continuing education conferences, seminars, webcasts, and publications to allow members and other participants to stay current on developments in the investment industry. He devotes 30-40 hours annually, none of which are during securities trading hours or normal business hours, to reviewing and/or editing industry guides used by other Institute members. I am the Principal of Apprise Wealth Management, a fee-only RIA. I am currently Principal for Apprise Wealth Management, a fee-only Registered Investment Advisor business. I am currently a consultant in a similar capacity to the services I will perform for Foundation Wealth and Tax for Bestgate Wealth Advisors. I am co-presiding partner for Hay Weiss CPA, LLC. I prepare some tax returns for Hay Weiss and also manage the company's finances. I receive no commission from any business.
CRS (Client Relationship Summary) - RIA
Click below to view Philip Henry Weiss's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 12, 2017 - Present
APPRISE WEALTH MANAGEMENT LLC
RIA
CRD#: 288709
Phoenix, MD
Current
September 16, 2019 - Present
BESTGATE WEALTH ADVISORS, LLC
Office #1: 5100 Buckeystown Pike Ste 290, Frederick, MD 21704RIA
CRD#: 301639
Frederick, MD
Past
April 29, 2022 - April 25, 2025
FOUNDATION WEALTH & TAX ADVISORS, LLC
RIA
CRD#: 317596
Phoenix, MD
Past
July 12, 2017 - April 25, 2025
APPRISE WEALTH MANAGEMENT LLC
RIA
CRD#: 288709
PHOENIX, MD
Past
June 6, 2013 - September 9, 2016
BALTIMORE-WASHINGTON FINANCIAL ADVISORS
RIA
CRD#: 159388
COLUMBIA, MD
Past
April 17, 2013 - June 13, 2013
SIA CAPITAL MANAGEMENT INC.
RIA
CRD#: 166169
FORT PLAIN, NY
Past
April 6, 2010 - November 10, 2010
CONSERVATIVE EQUITY INVESTMENT ADVISORS
RIA
CRD#: 147961
FORT PLAIN, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BESTGATE WEALTH ADVISORS, LLC
BESTGATE WEALTH ADVISORS, LLC
CRD#: 301639 / SEC#: 801-132305
RIA
Registered Investment Advisory firm - (3/28/2025 Approved)Maryland
Registered Investment Advisory firm - (4/2/2025 Terminated)Texas
Registered Investment Advisory firm - (3/22/2023 Terminated)Virginia
Registered Investment Advisory firm - (3/31/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(7/12/2017)
IAR
New Jersey(6/16/2025)
IAR
New York(6/4/2025)
IAR
Pennsylvania(6/4/2025)
IAR
Texas(6/4/2025)
IAR
Virginia(6/4/2025)
Exams
Current Firm
BESTGATE WEALTH ADVISORS, LLC
BESTGATE WEALTH ADVISORS, LLC
CRD#: 301639 / SEC#: 801-132305
RIA
Registered Investment Advisory firm - (3/28/2025 Approved)Maryland
Registered Investment Advisory firm - (4/2/2025 Terminated)Texas
Registered Investment Advisory firm - (3/22/2023 Terminated)Virginia
Registered Investment Advisory firm - (3/31/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5100 Buckeystown Pike Ste 290, Frederick, MD 21704
Mailing Address
Phone number
(301) 662-7220
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 109 |
| AUM (Assets Under Management) | $ 129,204,736 |
Red Flags
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