| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacob Douglas Schisler Control | Managing Member/Cco | 25-50% | 2021 |
| Joel Travis Barlow Control | Managing Member | 25-50% | 2021 |
| Leonard Aaron Williamson Control | Managing Member | 25-50% | 2021 |
Apex Wealth Advisors LLC reports $102.6 million in regulatory assets under management on its Form ADV.
Apex Wealth Advisors LLC reports 3 employees.
Apex Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 623-292-5560 |
| Office hours | By Appt. Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $102.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $102.6M |