Apex Wealth Advisors LLC
Apex Wealth Advisors LLC (CRD# 316564) is a financial advisory firm headquartered in Pheonix, AZ. They manage $84,204,676 in 336 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management84MILLION
-
Total Number of Accounts336ACCOUNTS
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Average Account Value$250,609
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, AZ, CA, LA, TX
Financial Advisors at Apex Wealth Advisors LLC
1
Joel Barlow (CRD# 4509525) is an Investment Advisor Representative working at Apex Wealth Advisors LLC in Anthem, AZ and has over 22 years of experience in the finance industry.
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