Apex Wealth Advisors LLC
Apex Wealth Advisors LLC is an SEC-registered mass-market adviser with $122.2M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Apex Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316564, SEC 801-132850, data through 2026-06-08.
- AUM (assets under management / regulatory AUM)
- $122.2M (2026-06-08)
- Firm type
- Mass-Market Adviser
- Employees
- 3
- Clients
- 223
- CRD
- 316564
- Ownership
- WILLIAMSON, LEONARD, AARON; SCHISLER, JACOB, DOUGLAS; BARLOW, JOEL, TRAVIS
How much AUM does Apex Wealth Advisors LLC have?
Apex Wealth Advisors LLC reported $122.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-08).
Who owns Apex Wealth Advisors LLC?
Disclosed owners and executives of Apex Wealth Advisors LLC include WILLIAMSON, LEONARD, AARON, SCHISLER, JACOB, DOUGLAS, BARLOW, JOEL, TRAVIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.