RIA Intel›Advisers›Texas›APEX WEALTH MANAGEMENT, LLC

APEX WEALTH MANAGEMENT, LLC

Advisory

TX

Data as of Feb 16, 2026 · Source: SEC Form ADV

Rank in TX
#1,994
of 2,813 advisers by AUM
Average account
$252K
across 116 accounts
AUM per adviser
$29M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM
$29M
Discretionary %
100%
Clients
21
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$29M
Discretionary AUM$29M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

PORTICO FINANCIAL GROUP, LLC
$29M
HHH FINANCIAL SOLUTIONS, LLC
$29M
CHALK CREEK PARTNERS, LLC
$29M
RIDGEBACK FINANCIAL LLC
CLEAR LAKE SHORES, TX
$29M
ERROL MARTIN
$29M
CREWS CAPITAL MANAGEMENT, LP
$29M

Get the full picture on APEX WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track APEX WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans