A complete list of active advisors currently associated with Apex Strategic Wealth, LLC
Warmer can help you find a great advisor at Apex Strategic Wealth, LLC or one who fits your needs even better.
Apex Strategic Wealth, LLC is an SEC‑registered investment adviser that manages approximately $292 million in discretionary assets for about 597 clients, serving individuals (both non‑high‑net‑worth and high‑net‑worth), banking and thrift institutions, pension and profit‑sharing plans, charitable organizations and other businesses. The firm offers individual portfolio management, program portfolio management through LPL‑sponsored platforms, and written financial planning. The firm provides both discretionary and non‑discretionary management, implements static and dynamic model strategies available through LPL programs (including SMA, model portfolio and algorithm‑based offerings), and performs periodic monitoring and rebalancing. Apex advises across a broad set of instruments — equities, municipal securities, corporate debt, options, alternatives and partnership interests — and supplements advice with educational workshops and seminars for clients and prospects. What is noteworthy for a team firm of this size is the blend of advisory and ancillary activities: certain personnel and the firm are licensed insurance agents and the firm operates as an insurance agency, enabling the sale of insurance products in addition to advisory services, and the brochure discloses the attendant conflict‑of‑interest considerations. Apex also participates in wrap‑fee and separately managed account programs sponsored by LPL and provides plan‑sponsor consulting under LPL’s Small Market Solution, positioning the firm to work with institutional and municipal plan sponsors and to advise on municipal securities — features less common among peers.
To learn more about the advisors currently working at Apex Strategic Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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