Apexedge LLC

Overview

Apexedge LLC is a privately owned limited liability company that acts as an investment adviser and capital allocator. The firm charges clients via a percentage-of-assets model and flat fees, and lists financial planning, portfolio management for individuals and small businesses, and the selection of other advisers among its core advisory services. Apexedge does not present itself as an active ESG investor and is not identified as a multi-state or pension consulting adviser. The firm is classified as unclassified in available records and is owned by an individual. It reports relationships or affiliations with a range of professional partners, including an accountant, an insurance company, and a real estate broker, which may support tax, insurance, and property-related client needs.

Assets & Accounts

Location & Offices