APEX WEALTH MANAGEMENT
EMS INC
CRD 288456
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$52.3M
Discretionary AUM
$52.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-04-30
Disciplinary history
Yes
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $4.2M |
| High net worth individuals | 27 | $43.6M |
| Pension/profit sharing plans | 2 | $193K |
| Charitable organizations | 3 | $4.4M |
Official SEC filing: View on IAPD