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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Apex Wealth Advisors LLC
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|---|---|
| CRD # | 316564 |
| SEC # | 801-132850 |
| CIK # | |
| AUM | $102.6 M (2025-04-24) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 623-292-5560 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 252 | 42.8 |
| (b) Individuals (high net worth individuals) | 15 | 30.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 29.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 356 | 102.6 |
| By Discretionary | ||
| Discretionary | 356 | 102.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 356 | 102.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.6 | |
| Total | 356 | 102.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fortitude Private Wealth Inc
✚
|
IN | 0.1 |
|
Barnes Dennig Private Wealth Management LLC
✚
|
OH | 0.1 |
|
Lexington Investment Consulting LLC
✚
|
TN | 0.1 |
|
JCM Strategic Wealth Partners LLC
✚
|
IN | 0.1 |
|
Guardian Capital LLC
✚
|
PA | 0.1 |
|
Cypress Capital Management LLC
✚
|
WY | 0.1 |
|
Engleson & Associates Inc
✚
|
NY | 0.1 |
|
Evolutionary Tree Capital Management LLC
✚
|
VA | 0.1 |
|
Changing Parameters LLC
✚
|
CA | 0.1 |
|
Martinsen Wealth Management LLC
✚
|
AZ | 0.1 |