Adviser Profile
| As of Date | 11/11/2022 |
| Registration status | Registration Changed to APEX WEALTH ADVISORS LLC |
| ADV Location | NEW RIVER, AZ, United States |
| Contact Info | 818 xxxxxxx |
| Websites |
| AUM* | 68,400,000 |
| of that, discretionary | 68,400,000 -6% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 270,356 -16% |
| % High Net Worth | 13.27% 204% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
68M
59M
49M
39M
29M
20M
10M
2021
2022
Private Funds
No private funds