$29.2M Total AUM
$29.2M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Prime matrix
- Established Date
- 02-28-2012
- Office Locations
- 1
Office Locations
-- Katy TX
About Apex Wealth Management, LLC
Apex Wealth Management is a Katy, TX fee-only RIA providing fiduciary financial planning and consulting led by Certified Financial Planners. The firm delivers unbiased advice with no commissions, referral fees, or product sales, and often supports individuals and business owners with goal-based planning. Portfolios are implemented primarily with public funds and ETFs, with custody commonly at Charles Schwab.
Team overview
47 AVG AGE
$29.2M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
14.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Asset Classes
Matrix meridian Vertex momentum
Client Personas
Meridian zenith
Custodian
Unison pioneer Atlas Element Atlas harbor
Investment Themes
Insight Pathway oak Pioneer
Investment Vehicles
Atlas
Platform
Optima horizon
Services
Horizon Value crest Alpha Radial meridian Beacon signal Vertex radial Ember Legacy
Technology
Value fusion
Owner & Executives
ROBIN ANN PRICHARD GILES
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5349722
- Ownership
- 75% or more
(814) 233-6091
insight.foundation@pathwaycapital.com
in linkedin.com/in/catalyst-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,176,869 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,176,869 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,176,869
Public Funds:
27.6% Equity - Exchange:
35.5% Cash:
36.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,431,310,210 | 27.6% |
| Equity - Exchange | $1,840,996,828 | 35.5% |
| Cash | $1,913,599,521 | 36.9% |
| Total | $5,185,906,559 | 100.0% |