Apex Wealth Advisors LLC
● SEC registered since 2025CRD 316564SEC# 801-132850
Reg. AUM
$122.2M
Employees
3
Accounts
362
Location
—
Apex Wealth Advisors LLC assets under management
Apex Wealth Advisors LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $122.2 million in regulatory assets under management and employs 3 people.
Apex Wealth Advisors LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacob Douglas Schisler Control | Managing Member/Cco | 25-50% | 2021 |
| Joel Travis Barlow Control | Managing Member | 25-50% | 2021 |
| Leonard Aaron Williamson Control | Managing Member | 25-50% | 2021 |
Frequently asked questions
How much does Apex Wealth Advisors LLC manage?
Apex Wealth Advisors LLC reports $122.2 million in regulatory assets under management on its Form ADV.
How many employees does Apex Wealth Advisors LLC have?
Apex Wealth Advisors LLC reports 3 employees.
Does Apex Wealth Advisors LLC disclose fund performance?
Apex Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 623-292-5560 |
| Office hours | By Appt. Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$122.2M▲ 19%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$122.2Mregulatory AUM
Discretionary $122.2M