# Apex Wealth Advisors

Apex Wealth Advisors is a Bank / Wealth / Trust based in Pheonix, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Pheonix, United States
- **Region:** North America
- **Address:** New River, AZ, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** apexwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/apex-wealth-advisors

## Regulatory record

- **CRD number:** 316564
- **SEC file number:** 801-132850
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316564

## About

Founded in 2021, Apex Wealth Advisors was established in New River, Arizona as a registered investment advisor. The firm's singular focus is on integrating comprehensive wealth management with tax planning for a client base that spans high-net-worth individuals, charities, corporations, and business entities. Apex structures its advisory services around retirement planning, financial planning, and portfolio management. The firm's disclosed approach emphasizes tax strategy as a central component of its value proposition, asking prospective clients 'Do you need a better tax strategy?' alongside its retirement-planning specialization. The firm's current geographic footprint is concentrated in the United States, operating from a single office in New River. The firm's team size and total assets under management are not publicly disclosed. As a younger RIA established in 2021, Apex does not currently list named professionals, adjacent philanthropic vehicles, or operating businesses on its public-facing materials. No public record of institutional co-investment platforms or fund structures was identified. Apex Wealth Advisors differentiates structurally through its 'single contact' operating model, where integrated wealth management and tax planning are delivered by a unified team rather than siloed specialists. This architecture aims to reduce complexity for clients by consolidating advisory relationships that would traditionally span a CPA, a financial planner, and an investment manager into one firm.

## Sectors

- Retirement Planning
- Tax Planning
- Wealth Management

## Questions

### What type of clients does Apex Wealth Advisors serve?

Apex serves individuals, high-net-worth individuals, charities, corporations, and business entities. The firm's marketing language prioritizes clients seeking to simplify their financial lives through a single advisory relationship that spans wealth management and tax planning.

### What services does Apex Wealth Advisors provide?

The firm offers investment advisory services including financial planning, retirement planning, and portfolio management. Its public-facing materials emphasize tax planning as an integrated component of the wealth management engagement, rather than a standalone service.

### Who runs investment decisions at Apex Wealth Advisors?

Apex does not publicly name its principals, investment committee members, or key decision-makers on its website or in its regulatory filings accessible to Altss research. No named executives or portfolio managers were identified.

## Related profiles

- [Apeiron Management](https://altss.com/profile/apeiron-management)
- [A & P Wealth Management](https://altss.com/profile/a-p-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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