A complete list of active advisors currently associated with Apexedge LLC

Warmer can help you find a great advisor at Apexedge LLC or one who fits your needs even better.

Apexedge LLC provides financial planning, consultation, and discretionary asset management to individuals and high‑net‑worth clients. The firm offers comprehensive full financial plans and shorter topic‑specific consultations, and places managed assets with third‑party money managers via an ARIA/Envestnet platform arrangement. Investment implementation is carried out primarily through the Envestnet/ARIA third‑party manager network, with manager and portfolio selection guided by client suitability questionnaires and executed by the selected TPM custodians. When managing assets through this platform the firm charges advisory fees calculated as a percentage of assets and uses bundled wrap arrangements described in the Envestnet program documentation. Notable distinctions include the principal’s outside business activities: the brochure discloses affiliated practices in insurance sales, tax planning, and real‑estate management that consume roughly 10%, 30%, and 30% of the principal’s time and create potential conflicts the firm says it addresses with disclosures and fiduciary procedures. The firm also highlights its role in selecting and replacing other advisers within the Envestnet/ARIA network and reported no client assets under management as of the filing date.

To learn more about the advisors currently working at Apexedge LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.