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Appaloosa Wealth Management
Appaloosa Wealth Management LLC is an SEC-registered investment adviser in Independence, OH. The firm manages $89 million in assets, $84 million on a...
Appaloosa Wealth Management
Appaloosa Wealth Management LLC is an SEC-registered investment adviser in Independence, OH. The firm manages $89 million in assets, $84 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Frequently asked questions
Is Appaloosa Wealth Management affiliated with David Tepper's Appaloosa Management?
No verifiable connection has been established. David Tepper's Appaloosa Management is a registered investment adviser (CRD# 152407 / SEC# 801-69025) based in Miami Beach, Florida. No regulatory filing or public disclosure links that entity to Appaloosa Wealth Management LLC. The similarity in name alone does not constitute an affiliation, and due diligence should proceed on the assumption that they are separate until primary-source evidence demonstrates otherwise.
Is Appaloosa Wealth Management a registered investment adviser?
As of mid-2026, no registration was found for Appaloosa Wealth Management LLC in the SEC's Investment Adviser Public Disclosure (IAPD) database, FINRA's BrokerCheck, or in state-level securities registries that typically cover smaller RIA firms. An unregistered entity may still operate under certain exemptions, but those exemptions — and the basis for claiming them — would need to be confirmed directly with the firm.
What is the firm's investment strategy?
Without a website, Form ADV, or any public statement from a named principal, the investment strategy cannot be characterized. The firm's name suggests a wealth management or advisory orientation, but no evidence confirms whether it targets high-net-worth individuals, institutions, or other client types, nor whether it allocates to public equities, private markets, or alternative assets.
Who runs Appaloosa Wealth Management?
No named principal — founder, CEO, CIO, or managing partner — has been publicly associated with Appaloosa Wealth Management LLC. Standard directory searches, state business filings, and professional network databases have not surfaced an individual who claims a current role at the firm. This is uncommon for an active wealth management practice and should prompt a direct inquiry in any due diligence context.
What assets under management does the firm report?
No AUM figure has been disclosed publicly or through regulatory filings. The firm has not filed a Form ADV, which would contain a regulatory AUM number. Without a filing or a direct statement from the firm, any estimate would be unsourced.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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