A complete list of active advisors currently associated with APEX Wealth Advisors LLC

Warmer can help you find a great advisor at APEX Wealth Advisors LLC or one who fits your needs even better.

Apex Wealth Advisors serves individual clients (including high‑net‑worth individuals), charities, and business entities with comprehensive financial planning, financial consulting, and discretionary portfolio management. The firm provides written financial plans and ongoing portfolio oversight using model portfolios and typically charges percentage‑of‑assets management fees. The firm’s investment approach centers on asset allocation tailored to a client’s goals, risk tolerance, and time horizon, with periodic rebalancing and annual reviews of model portfolios. It frequently delegates portfolio implementation to third‑party sub‑advisers or co‑advisers—who handle trading, execution, and reporting—while retaining oversight and relying on custodians for account statements and fractional‑share trading to maintain target allocations. Apex has several affiliations that are uncommon among similar supported firms: one owner is a registered representative of a broker‑dealer and firm representatives may sell securities through that broker‑dealer for separate commissions, and another owner operates a CPA practice that may provide tax preparation and accounting services. The firm also refers estate‑planning work to an estate‑planning company owned by an owner (clients contract separately and Apex does not receive a separate fee), and these relationships are disclosed as potential conflicts of interest the firm says it seeks to mitigate.

To learn more about the advisors currently working at APEX Wealth Advisors 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.