$122.2M Total AUM
$122.2M Disc. AUM
16.5% 3Y CAGR
3 Employees
223 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-04-2021
- Office Locations
- 2
Office Locations
400 Union Hill Drive Suite 350 Birmingham AL
-- Anthem AZ
About Apex Wealth Advisors LLC
Apex Wealth Advisors is an Anthem, AZ RIA providing comprehensive wealth management paired with tax planning, with a stated specialty in retirement planning. The firm builds primarily ETF-based portfolios and serves individual clients including retirees. Custody is held with major platforms such as Schwab and Fidelity/NFS, supporting straightforward implementation and manager access.
Team overview
44 AVG AGE
$40.7M AVG AUM / ADVISOR
$547.8K AVG AUM / CLIENT
3.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Ridge Timber eagle
Client Personas
Foundation matrix
Custodian
Wave Atlas fusion Frontier signal
Services
Momentum Momentum legacy Meridian insight Vital Alpha Momentum Eagle Pathway quantum Alpha
Owner & Executives
J
JOEL TRAVIS BARLOW
Managing Member
- CRD
- #4509525
- Ownership
- 25% but less than 50%
(232) 685-8586
atlas.glacier@alphacapital.com
in linkedin.com/in/alpha-timber
J
JACOB DOUGLAS SCHISLER
Chief Compliance Officer, Managing Member
- CRD
- #6182196
- Ownership
- 25% but less than 50%
(611) 372-1377
frontier.vertex@radialcapital.com
in linkedin.com/in/oak-harbor
R
Radial quantum
Ridge radial capital
- CRD
- #56887
- Ownership
- 19.8%
(279) 751-5043
vertex.ember@horizoncapital.com
in linkedin.com/in/optima-radial
Showing 2 of 3 owners & executives
Unlock allContacts
G
GLEN GRAF BARLOW
--
- CRD
- #8270669
(254) 386-2273
element.foundation@peakcapital.com
in linkedin.com/in/radial-zenith
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,151,571 | $337,435 |
| Non-Discretionary | $0 | -- |
| Total | $122,151,571 | $337,435 |
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Separately Managed Accounts
Total SMA Asset: $122,151,571
Public Funds:
22.4% Cash:
23.8% Equity - Exchange:
19.2% U.S. Government/Agency:
34.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $96,073,043 | 22.4% |
| Cash | $102,077,609 | 23.8% |
| Equity - Exchange | $82,348,323 | 19.2% |
| U.S. Government/Agency | $148,398,540 | 34.6% |
| Total | $428,897,515 | 100.0% |