Apex Wealth Advisors, LLC

Overview

Apex Wealth Advisors, LLC is a newly formed limited liability company that registered with the SEC in 2026. The firm is individually owned and positions itself to provide financial planning and discretionary portfolio management targeted at individuals and small businesses. Its billing options include a percentage-of-assets fee schedule alongside hourly and fixed-fee engagements, indicating flexibility to serve both ongoing advisory relationships and project-based planning work. The firm reports industry affiliations that extend beyond a simple advisory role: it lists relationships as a broker-dealer, as an “other investment adviser,” and as a sponsor/GP/managing member of pooled investment vehicles. Apex is not identified as a capital allocator, does not describe itself as an active ESG investor, and is not operating as a multi-state adviser or pension consultant in the snapshot data.

Assets & Accounts

Investments & Alternatives

Location & Offices