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APEX FIDUCIARY ADVISORS LLC
CRD 313555
8500 GREENWAY BLVD STE 105, MIDDLETON, WI, 53562, United States
Phone
608-644-5055
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$47.8M
Discretionary AUM
$8.9M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $14.6M |
| High net worth individuals | 22 | $33.2M |
All web addresses on file
Official SEC filing: View on IAPD