Apex Wealth Management, LLC

Overview

Apex Wealth Management, LLC is a small independent registered investment adviser that serves individual and family clients, with a focus on financial planning and portfolio management for individuals and small businesses. The firm structures fees through a mix of percentage-of-AUM arrangements, hourly billing and fixed fees, which allows it to tailor engagements for clients who need ongoing portfolio oversight as well as project-based planning. Investment activity centers on managed public fund allocations—mutual funds and similar pooled vehicles—supplemented by targeted allocations to real estate through third-party managers. The firm is not positioned as an ESG investor and does not act as a multi-state adviser or pension consultant. Custody and trade execution are centralized at Charles Schwab & Co., Inc., which holds the firm’s reported assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices