Apex Wealth Management, LLC

Apex Wealth Management, LLC (CRD# 159585) is a financial advisory firm headquartered in , . They manage $6,159,593 in 47 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $131,055
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
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.

CO, TX

Financial Advisors at Apex Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robin A. Giles
CRD#: 5349722
Katy, TX
90
Wealthminder
score

Robin Giles (CRD# 5349722) is an Investment Advisor Representative working at Apex Wealth Management, LLC in Katy, TX and has 1 year of experience in the finance industry. Robin Giles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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