← Back to searchVisit website
APEX WEALTH ADVISORS LLC
CRD 316564 · SEC 801-132850
AL, United States
Phone
623-292-5560
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$122.2M
Discretionary AUM
$122.2M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersFINANCIAL CONSULTING, ESTATE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 207 | $47.2M |
| High net worth individuals | 16 | $39.5M |
States served
AL, AZ, CA, LA, OR, TX
All web addresses on file
Official SEC filing: View on IAPD