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 provides investment supervisory services and financial planning to individual clients, including high-net-worth individuals, through ongoing portfolio management and fee-based planning engagements. The firm offers an annual fixed-fee retainer that combines an initial or updated financial plan, year‑round access to planning advice, and implementation/management — and it will advise on accounts that are not directly managed by the firm. The firm constructs client-specific Investment Policy Statements and implements either discretionary or non‑discretionary management, with regular monitoring and rebalancing tied to stated objectives, time horizons, and risk tolerances. Investment implementation includes long‑ and short‑term trading, periodic trading, and option-writing strategies (including covered and uncovered positions); custody is typically maintained at Charles Schwab and clients receive custodian statements at least quarterly. Compared with many peers, Apex operates with a relatively small client roster while managing roughly $29.2 million in discretionary assets, resulting in a comparatively large AUM per client and a practice orientation toward comprehensive retainer relationships. The brochure also discloses the firm’s use of custodian-provided research/soft-dollar benefits and that account reviews and financial-plan delivery are conducted directly by the firm’s principal advisor rather than by a broader investment committee.

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.