9AT: APEX WEALTH MANAGEMENT, LLC

APEX WEALTH MANAGEMENT, LLC

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As of Date	02/16/2026
Websites

AUM^*	220,237,855 39%
of that, discretionary	220,237,855 39%
Number of Employees	3
of those in investment advisory functions	3
Private Fund GAV^*	0
Avg Account Size	569,090 19%
High Net Worth	73.33% 16%
SMA’s	No
Private Funds	0

- Large advisory firm

- Individuals (other than high net worth individuals)
- High net worth individuals

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

191M 164M 136M 109M 82M 55M 27M

2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

No private funds

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Adviser	City, State	AUM	Employees	SMA’s	Private Funds
ERA {{c.Name}}	City, State{{c.City}}, {{c.State}}, {{c.Country}}	AUM{{ c.AUM \| formatUSD }}	Employees{{ c.Employees \| formatNumber }}	SMA’sYES	SMA’sNO	Private Funds{{ c.PrivateFundsCount \| formatNumber }}