A
CRD: 288456
Apex Wealth Management
Searcy, AR
5019202007
$52.3M Total AUM
$52.3M Disc. AUM
-- 3Y CAGR
1 Employees
71 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-08-2017
- Office Locations
- 1
Office Locations
-- Searcy AR
About Apex Wealth Management
Apex Wealth Management is a Searcy-based RIA. The firm has been operating for 8 years. Managing $52.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Investment Planning.
Team overview
-- AVG AGE
$52.3M AVG AUM / ADVISOR
$737.1K AVG AUM / CLIENT
9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Element peak Fusion meridian
Client Personas
Delta
Investment Themes
Pioneer prime
Investment Vehicles
Catalyst
Services
Vertex North optima Meridian Peak harbor Catalyst vector
Owner & Executives
E
ELLIS MARTIN SLOAN
Chief Compliance Officer, Managing Member, Portfolio Manager
- CRD
- #1161247
- Ownership
- 75% or more
(650) 499-7736
summit.focus@northcapital.com
in linkedin.com/in/matrix-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,333,521 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,333,521 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,333,521
Public Funds:
25.8% Equity - Exchange:
26.0% Municipal Bonds:
31.7% Cash:
16.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $614,238,433 | 25.8% |
| Equity - Exchange | $618,999,971 | 26.0% |
| Municipal Bonds | $754,703,811 | 31.7% |
| Cash | $392,826,905 | 16.5% |
| Total | $2,380,769,120 | 100.0% |