# APEX WEALTH ADVISORS LLC

APEX WEALTH ADVISORS LLC of NEW RIVER, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 316564
- Type: SEC-registered investment adviser
- SEC file number: 801-132850
- Location: 43508 NORTH THIRD AVE, NEW RIVER, AZ, 85087
- Phone: 623-292-5560
- Latest filing: 2026-06-08
- Regulatory AUM: $122.2M
- Discretionary AUM: $122.2M
- Clients: 3
- Accounts: 362

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: High net worth, Charities, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Leonard Aaron Williamson | MANAGING MEMBER | — |
| Jacob Douglas Schisler | MANAGING MEMBER/CCO | — |
| Joel Travis Barlow | MANAGING MEMBER | — |
| WILLIAMSON LEONARD AARON | MANAGING MEMBER | — |
| SCHISLER JACOB DOUGLAS | MANAGING MEMBER/CCO | — |
| BARLOW JOEL TRAVIS | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316564/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316564/similar
- Related entities: https://search.stillhousedata.com/firm/316564/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316564

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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.