AdvisorOS Directory
Claim Profile
Unclaimed Profile
LW

Leonard Aaron Williamson

APEX WEALTH ADVISORS LLC·NEW RIVER, Arizona
SIE, Series 7, Series 63, Series 65Clean record7 years registeredAPEX 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 · 7 years registered
Brand Profile
Not yet started
01

Career History

ALEXANDER CAPITAL, L.P.
May 2025 – present
APEX WEALTH ADVISORS LLC
Nov 2021 – present
EMERSON EQUITY LLC
Sep 2020 – May 2021
New River, AZ
SIMPLICITY WEALTH
May 2019 – Sep 2020
Scottsdale, AZ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · May 13, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
APEX WEALTH ADVISORS LLC
CRD 316564 · SEC 801-122534
AUM
$68M
Regulatory assets under management
Employees
3
253 client accounts
Services offered by APEX WEALTH ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at APEX WEALTH ADVISORS LLC →
Introduction

Speak with Leonard

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Leonard is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NEW RIVER?

Browse all registered financial advisors in NEW RIVER, Arizona or claim this profile if it's yours.

Browse NEW RIVER AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at APEX WEALTH ADVISORS LLC

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

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arizona
SCOTTSDALE (281)PHOENIX (137)TUCSON (92)MESA (26)TEMPE (18)CHANDLER (16)PEORIA (14)PRESCOTT (9)YUMA (7)FLAGSTAFF (6)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Request removal of this profile