APEX WEALTH MANAGEMENT, LLC

Overview

Apex Wealth Management, LLC is an independent, fee-based registered investment adviser that focuses on discretionary portfolio management and comprehensive financial planning for individuals and families. The firm acts as a capital allocator and also performs selection of other advisers, signaling a willingness to outsource niche mandates or access third-party managers where appropriate. Its stated investment preference is equities: exchange-traded holdings dominate the portfolio mix and are used as the primary engine for client returns. The firm runs discretionary strategies across separately managed accounts and pooled vehicles where applicable, and combines that portfolio management with ongoing financial planning for smaller businesses and individual households. Apex is not positioned as an ESG-first manager and does not appear to operate as a multi-state adviser, which suggests a concentrated regional client base and operating footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices