Apex Wealth Management

Overview

Apex Wealth Management is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves a mix of individual and family clients alongside some institutional relationships. Its advisory work centers on comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Apex charges fees on a percentage-of-assets basis and also offers hourly engagements, reflecting a hybrid approach to client billing. The firm reports it is not multi-state, is not structured as a capital allocator, and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices