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
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    59
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

AR, TX

Financial Advisors at Apex Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Ellis Sloan, financial advisor Searcy AR
Ellis M. Sloan
CRD#: 1161247
Searcy, AR

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.

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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