Apex Wealth Advisors provides portfolio management for individuals and small businesses and selecting other managers.
Apex Wealth Advisors reports 223 clients. They include 207 individual clients and 16 high-net-worth individuals. Of its assets, 100.0% ($122M across 362 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 93% | 39% |
| High-net-worth individuals | 7% | 32% |
| Pension and profit-sharing plans | Fewer than 5 | 1% |
| Charitable organizations | Fewer than 5 | 28% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 207 | $47.2M | 38.7% | $228K |
| High-net-worth individuals | 16 | $39.5M | 32.3% | $2.47M |
| Pension and profit-sharing plans | Fewer than 5 | $1.72M | 1.4% | — |
| Charitable organizations | Fewer than 5 | $33.7M | 27.6% | — |
| Total | 223 | $122M | 100% | — |
- Clients
- 207
- Regulatory AUM
- $47.2M
- AUM share
- 38.7%
- Avg. per client
- $228K
- Clients
- 16
- Regulatory AUM
- $39.5M
- AUM share
- 32.3%
- Avg. per client
- $2.47M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.72M
- AUM share
- 1.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $33.7M
- AUM share
- 27.6%
- Avg. per client
- —
Total
- Clients
- 223
- Regulatory AUM
- $122M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Apex Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Comprehensive financial planning
- Comprehensive financial planning is a fixed fee of $2,000 to $20,000, negotiable, with half payable on engagement if agreed.
- Financial consulting
- Financial consulting is offered at an hourly rate of $500, negotiable, with a written estimate of hours before the engagement.
Leonard Williamson owns 25% to 50% of Apex Wealth Advisors. It has 3 employees.
Leadership
- Joel BarlowManaging Member
- Jacob SchislerManaging Member/CCO
- Leonard WilliamsonManaging Member
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 broker-dealer rep
- 3 insurance agents
- Owns 25% to 50% of Apex Wealth Advisors LLC
Leonard Williamson
Control person · since August 2021
- Owns 25% to 50% of Apex Wealth Advisors LLC
Jacob Schisler
Control person · since August 2021
- Owns 25% to 50% of Apex Wealth Advisors LLC
Joel Barlow
Control person · since August 2021
Apex Wealth Advisors’ regulatory assets grew 1.7× from $72.5M (July 2022) to $122M (June 2026); clients rose from 183 to 223 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $122M | 223 | 3 | 2 |
| April 2025 | $103M | 269 | 3 | 2 |
| July 2022 | $72.5M | 183 | 3 | 1 |
Besides its headquarters, Apex Wealth Advisors has 1 office, with 2 listed addresses in Alabama.
Alabama · 1 listed address
- 400 Union Hill Drive, Birmingham
Contact and registration details
- Legal name
- Apex Wealth Advisors LLC
- Headquarters
- Not reported
- Website
- apexwealthadvisors.com
- Phone
- 623-292-5560
- @apex-wealth-advisors-llc
- SEC file
- 801-132850
- Structure
- Arizona LLC
- Fiscal year end
- December
Apex Wealth Advisors uses Fidelity ($121M, 99%) and Charles Schwab ($682K, 1%) as custodians for its separately managed accounts. Apex Wealth Advisors does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $121M99%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $682K1%
At year end, Apex Wealth Advisors’ separately managed accounts were mostly in funds (86%).
What the accounts hold
- Stocks4%
- Funds86%
- Bonds2%
- Cash8%
How many clients does Apex Wealth Advisors have?
Apex Wealth Advisors has 223 clients and manages $122 million for them, as of June 2026. They include 207 individual clients and 16 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 June 2026
What services does Apex Wealth Advisors offer?
Apex Wealth Advisors provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Apex Wealth Advisors use?
Apex Wealth Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $121M and Charles Schwab & Co., Inc. (San Francisco, CA), with $682K. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 June 2026
How many financial advisors does Apex Wealth Advisors have?
Apex Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Apex Wealth Advisors invest in?
At the end of its last fiscal year, Apex Wealth Advisors’ separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 4% exchange-traded equities and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Apex Wealth Advisors?
Apex Wealth Advisors’ direct owners are Leonard Williamson, Jacob Schisler and Joel Barlow, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 8 June 2026
How does Apex Wealth Advisors get paid?
Apex Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Apex Wealth Advisors registered with the SEC?
Yes, Apex Wealth Advisors has been registered with the SEC as an investment adviser since 23 May 2025. Its CRD number is 316564 and its SEC file number is 801-132850.
Source: Form ADV Part 1A, Item 1, filed 8 June 2026; IAPD firm record
How do I contact Apex Wealth Advisors?
Its phone number is 623-292-5560. Its website is apexwealthadvisors.com.