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
44047 North 43rd Ave, #74528, Pheonix, AZ 85087
https://www.apexwealthadvisors.com
By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    336
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, LA, TX

Financial Advisors at Apex Wealth Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joel Barlow, financial advisor Anthem AZ
Joel T. Barlow
CRD#: 4509525
Anthem, AZ

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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