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Building 2APEX WEALTH ADVISORS LLC

Map pin
Phone818-577-0628
NotebookSEC #801-122534
Total AUM
$68.4M
Employees
3
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPT. ONLY
BY APPT ONLY
Phone
818-577-0628
Other Offices
1

ReceiptFinancials

Total AUM
$68.4M
Accounts
253
Discretionary
$68.4M
Accounts
253
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
98
AUM
$19.2M
HNW Individual Clients
15
AUM
$24.5M
Charitable Organization Clients
1
AUM
$23.7M
Corporation or Business Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCA

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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