APEX FIDUCIARY ADVISORS LLC

APEX FIDUCIARY ADVISORS LLC of MIDDLETON, WI is an SEC-registered investment adviser (CRD 313555). Regulatory assets under management: $47.8M.

Registration

• CRD: 313555
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313555 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search