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APEX WEALTH ADVISORS LLC

· CRD 316564 · IAPD ↗ · 623-292-5560

$122.2MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
December 2025 — APEX WEALTH ADVISORS LLC notice-filed in AL, CA, LA, OR, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
June 2025 — APEX WEALTH ADVISORS LLC (location n/a) is newly SEC-registered with $102.6M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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