Anthem, AZ Office
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APEX Wealth Advisors LLC
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About
Apex Wealth Advisors LLC provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, charities, and business entities, managing roughly $122 million in client assets through a four-advisor team. Services include written financial plans, targeted financial consulting, and ongoing investment management delivered via model portfolios.
The firm’s investment approach centers on asset allocation implemented through model portfolios that may include ETFs and fractional shares, and it commonly delegates day‑to‑day trading and execution to sub‑advisers or co‑advisers while retaining oversight. Accounts are monitored and rebalanced as needed, with annual client reviews and regular reporting from custodians and the sub‑advisers.
Apex discloses operational ties that are uncommon among peers: some associates are registered representatives of broker‑dealer Alexander Capital, L.P. and an owner operates a separate CPA practice providing tax preparation and accounting services; the ADV describes these affiliations, related estate‑planning referrals, and insurance activities as potential conflicts of interest and outlines policies intended to mitigate them. These arrangements mean clients may receive recommendations that can be implemented through affiliated brokerage, accounting, or estate‑planning channels or through unaffiliated providers.
Based on APEX Wealth Advisors LLC
Expertise
Based on APEX Wealth Advisors LLC
Location
Anthem AZ
Advisors at this office
2
Advisors at this office
Jacob S
Series 65
Anthem, AZ
APEX Wealth Advisors LLC
Jacob Schisler is a financial advisor at APEX Wealth Advisors LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms including Kramer and Kramer Estate Planning LLC and AE Wealth Management, LLC. Schisler is also active as an insurance agent, dedicating significant time to insurance sales and services. APEX Wealth Advisors LLC provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, charities, and business entities. The firm manages approximately $122 million in client assets through a four-advisor team, using an investment approach centered on asset allocation with model portfolios that include ETFs and fractional shares.
Leonard W
Series 63, Series 65
Anthem, AZ
APEX Wealth Advisors LLC
Leonard Williamson is a financial advisor with APEX Wealth Advisors LLC in Anthem, AZ, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at several firms, including Cantor Fitzgerald & Co. and Great Point Capital, LLC. Outside of his advisory role, he is also a fixed insurance agent. APEX Wealth Advisors LLC serves individuals, high-net-worth clients, charities, and business entities by providing comprehensive financial planning and discretionary portfolio management through a team of four advisors. The firm employs an asset allocation approach using model portfolios that may include ETFs and fractional shares, often delegating daily trading to sub-advisers while maintaining oversight.
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