Apex Wealth Management, LLC

Apex Wealth Management, LLC (CRD# 119812) is a financial advisory firm headquartered in Elyria, OH. They manage $23,465,000 in 143 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $164,091
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Apex Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Thomas A. Dus
CRD#: 1482665
258 N. Abbe Rd., Elyria, OH 44035
93
Wealthminder
score

Thomas Dus (CRD# 1482665) is an Investment Advisor Representative working at Apex Wealth Management, LLC in Elyria, OH and has over 17 years of experience in the finance industry.

2
Brian D. Morgan
CRD#: 4522615
347 Midway Blvd., Suite 201, Elyria, OH 44035
87
Wealthminder
score

Brian Morgan (CRD# 4522615) is an Investment Advisor Representative working at Apex Wealth Management, LLC in Elyria, OH and has 1 year of experience in the finance industry.

3
Edward J. Baker
CRD#: 4522609
347 Midway Blvd., Suite 201, Elyria, OH 44035
77
Wealthminder
score

Edward Baker (CRD# 4522609) is an Investment Advisor Representative working at Apex Wealth Management, LLC in Elyria, OH and has 1 year of experience in the finance industry.

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