# APEX FIDUCIARY ADVISORS LLC

APEX FIDUCIARY ADVISORS LLC of MIDDLETON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 313555
- Type: SEC-registered investment adviser
- Location: 8500 GREENWAY BLVD STE 105, MIDDLETON, WI, 53562
- Phone: 608-644-5055
- Latest filing: 2026-03-11
- Regulatory AUM: $47.8M
- Discretionary AUM: $8.9M
- Non-discretionary AUM: $39.0M
- Clients: 2
- Accounts: 162

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/313555/brochure
- Similar advisers: https://search.stillhousedata.com/firm/313555/similar
- Related entities: https://search.stillhousedata.com/firm/313555/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/313555

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.