Apex Wealth Management, LLC

Apex Wealth Management, LLC (CRD# 159585) is a financial advisory firm headquartered in , . They manage $20,742,836 in 99 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/robin-giles-msba-cfp%c2%ae-70507964/
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $209,524
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
The map below shows states where this firm has explicit registration only.

TX

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

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.

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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