Michelle Apple is a control person of Apple & Associates and directly owns between 50% and 75% of it.
Apple & Associates is an investment adviser based in Grass Valley, CA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $138 million, as filed on 4 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 3173177
- Firm
- Apple & Associates · CRD 126849
- Role
- Partner/Chief Compliance Officer
- In role since
- January 2001 · 25 years
- Control person
- Yes
- Direct ownership
- 50% to 75%
- Firm headquarters
- Grass Valley, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Michelle Apple work?
Michelle Apple has been Partner/Chief Compliance Officer of Apple & Associates since January 2001, and is a control person of the firm.
How can I verify Michelle Apple’s record?
Michelle Apple’s role is listed on Apple & Associates’ Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 126849.