A complete list of active advisors currently associated with Apex Wealth Management, LLC

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

Apex Wealth Management serves individual and high‑net‑worth clients with discretionary portfolio management, comprehensive wealth management and financial planning. The firm constructs customized investment portfolios—typically using ETFs and, when appropriate, individual stocks or mutual funds—and provides advice on retirement accounts and related transactions. AWM’s investment approach emphasizes fundamental analysis and a generally long‑term orientation, with portfolio construction and asset allocation tailored to each client’s goals, time horizon and risk tolerance. The firm may allocate tactical sleeves to unaffiliated independent managers, retain legacy holdings for tax or fit reasons, and allows clients to place reasonable restrictions on investments. What is distinctive about Apex is its small, two‑advisor model managing roughly $191 million for about 114 clients, resulting in a relatively high assets‑per‑client relationship for a firm of its size. The firm also combines advisory and compliance roles internally and includes a CFP on staff who concurrently performs mortgage origination (approximately 7% of her time and who receives mortgage commissions), and it participates in institutional platforms at Schwab and Fidelity that provide platform services and benefits to the advisor.

To learn more about the advisors currently working at Apex Wealth Management, 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.