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APEX FIDUCIARY ADVISORS LLC

Advisory

MIDDLETON, WI

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in WI
#322
of 354 advisers by AUM
Average account
$295K
across 162 accounts
AUM per adviser
$24M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM
$48M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$48M
Discretionary AUM$9M
Non-Discretionary AUM$39M
Discretionary %18.6%
Total Clients80
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX, WI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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