Apex Wealth Management, LLC

Apex Wealth Management, LLC (CRD# 119812) is a financial advisory firm headquartered in Elyria, OH. They manage $17,585,683 in 139 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
258 Abbe Rd. N, Elyria, OH 44035
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $126,516
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
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
Edward Baker, financial advisor Elyria OH
Edward J. Baker
CRD#: 4522609
258 Abbe Rd. N, Elyria, OH 44035

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.

2
Thomas Dus, financial advisor Elyria OH
Thomas A. Dus
CRD#: 1482665
258 Abbe Rd. N, Elyria, OH 44035

Thomas Dus (CRD# 1482665) is an Investment Advisor Representative working at Apex Wealth Management, LLC in Elyria, OH and has over 24 years of experience in the finance industry.

3
Brian Morgan, financial advisor Elyria OH
Brian D. Morgan
CRD#: 4522615
347 Midway Blvd., Suite 201, Elyria, OH 44035

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.

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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