A
CRD: 310747
Apex TAX & Financial Planning
Kent, WA
2063691054
$24.2M Total AUM
$24.2M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-09-2021
- Office Locations
- 1
Office Locations
-- Kent WA
About Apex TAX & Financial Planning
Apex TAX & Financial Planning is a Kent-based RIA. The firm has been operating for 5 years. Managing $24.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$24.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
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Asset Classes
Foundation Vital
Client Personas
North focus Frontier
Investment Themes
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Investment Vehicles
Momentum peak Timber
Services
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Owner & Executives
A
ALVIN LAVERN WOLCOTT II
Owner
- CRD
- #2792237
- Ownership
- 75% or more
(916) 356-7951
pathway.focus@optimacapital.com
in linkedin.com/in/alpha-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,200,000
Equity - Exchange:
25.4% Corporate - Investment Grade:
40.5% Cash:
34.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,108,218,350 | 25.4% |
| Corporate - Investment Grade | $3,361,529,259 | 40.5% |
| Cash | $2,830,324,636 | 34.1% |
| Total | $8,300,072,245 | 100.0% |