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APEXIUM FINANCIAL LP

DALLAS, TX · CRD 283726 · IAPD ↗ · 212-225-9500

$4.02BRegulatory AUM
10Advisory reps
15Employees
44Clients
0Planning clients
0Private funds
15States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
January 2026 — APEXIUM FINANCIAL LP (DALLAS, TX) left the SEC roster (was $4.02B RAUM, 10 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
65
April 2025 — APEXIUM FINANCIAL LP reported RAUM up 28% ($2.64B -> $3.38B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — APEXIUM FINANCIAL LP moved its main office from RYE, NY to DALLAS, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.