Apex Wealth Management
Apex Wealth Management (CRD# 288456) is a financial advisory firm headquartered in , . They manage $32,008,434 in 59 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Apex Wealth Management
By the Numbers
-
Total Assets Under Management32MILLION
-
Total Number of Accounts59ACCOUNTS
-
Average Account Value$542,516
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AR, TX
Financial Advisors at Apex Wealth Management
1
Ellis Sloan (CRD# 1161247) is an Investment Advisor Representative working at Apex Wealth Management in Searcy, AR and has over 40 years of experience in the finance industry.
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