Apex Wealth Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 316564
- Registered since
- May 23, 2025
- Website
- www.apexwealthadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals38.66%
- HNWI32.31%
- Charitable Organizations27.62%
- Pension & Profit Sharing Plans1.41%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Apex Wealth Advisors LLC is a privately owned, LLC-structured advisory firm that primarily serves individual and family clients. The firm operates as a capital allocator and provides portfolio management for individuals and small businesses, in addition to selecting sub-advisers or third-party managers when appropriate. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. FINTRX flags the firm as not being an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Cash & Cash Equivalents8%
- Exchange Traded Equities4%
- US Government Bonds2%
Owners & executives
1 of 1
Jacob Schisler
Chief Compliance OfficerCRD 6182196
Contacts
3 of 3
Glen Barlow
Wealth AssociateCRD 8270669
Joel Barlow
Wealth Advisor, Co-FounderCRD 4509525
Leonard Williamson
Managing PartnerCRD 6482442
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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