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Leonard Aaron Williamson

APEX WEALTH ADVISORS LLC·NEW RIVER, Arizona
Clean recordAPEX WEALTH ADVISORS LLC
43508 NORTH THIRD AVE, NEW RIVER, AZ 85087CRD# 6482442Firm CRD# 316564

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Leonard Aaron Williamson · NEW RIVER, AZ
Registration
CRD #6482442 · APEX WEALTH ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Leonard Aaron Williamson is a registered financial advisor based in NEW RIVER, Arizona, affiliated with APEX WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
APEX WEALTH ADVISORS LLC
APEX WEALTH ADVISORS LLC
AUM
$68M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at APEX WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6482442
Firm CRD# 316564
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Leonard Aaron Williamson offer?
Leonard Aaron Williamson specializes in Financial Planning, Investment Management. Contact their office in NEW RIVER, Arizona for a consultation.
What are Leonard Aaron Williamson's credentials?
Leonard Aaron Williamson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leonard Aaron Williamson located?
Leonard Aaron Williamson is based in NEW RIVER, Arizona, working with APEX WEALTH ADVISORS LLC. Their office serves clients in the NEW RIVER metropolitan area and surrounding communities.
How does Leonard Aaron Williamson charge for services?
Leonard Aaron Williamson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APEX WEALTH ADVISORS LLC?
APEX WEALTH ADVISORS LLC has approximately 3 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at APEX WEALTH ADVISORS LLC

Joel Travis Barlow
NEW RIVER, AZ
Jacob Douglas Schisler
NEW RIVER, AZ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)PEORIA (20)PRESCOTT (12)GILBERT (10)YUMA (9)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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