APEX WEALTH MANAGEMENT

APEX WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 288456). Regulatory assets under management: $52.3M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 288456
• Type: Registered investment adviser
• Phone: 501-920-2007
• Latest filing: 2026-04-30
• Regulatory AUM: $52.3M
• Discretionary AUM: $52.3M
• Clients: 1
• Accounts: 103

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288456 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search