# APEX RETIREMENT ADVISORS

APEX RETIREMENT ADVISORS is an Asset Manager based in Portland.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Portland
- **Assets under management:** Undisclosed
- **Website:** apexretirementadvisors.com

## Regulatory record

- **CRD number:** 331916
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331916

## About

Apex Retirement Advisors, LLC is a state-registered investment advisor located in Portland, Oregon. The firm provides custom-tailored wealth management plans to help clients achieve their financial dreams. Apex Retirement Advisors, LLC is focused on helping clients achieve their financial goals through investment advisory services.

## Questions

### How does APEX RETIREMENT ADVISORS differ from a traditional institutional asset manager?

The firm focuses on the retirement plan sponsor and participant relationship rather than managing institutional separate accounts or pooled investment vehicles. Its work centers on plan-level fiduciary duties — fund selection, fee negotiation, and compliance — alongside participant financial wellness programs. This is a distribution- and consulting-oriented model, not an investment manufacturing business.

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Last updated: 2026-07-10T19:41:38.000Z

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