APEX WEALTH ADVISORS LLC

3 registered advisors·CRD# 316564
SEC# 801-1225341818-577-0628
01

Firm Overview

AUM
$68M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at APEX WEALTH ADVISORS LLC

3 registered advisors
Jacob Douglas Schisler
NEW RIVER, Arizona
Joel Travis Barlow
NEW RIVER, Arizona
Leonard Aaron Williamson
NEW RIVER, Arizona
05

Office Locations

NEW RIVER, Arizona
3 advisors

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Data sourced from SEC Form ADV filings. APEX WEALTH ADVISORS LLC (CRD# 316564) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.