Apex Wealth Advisors Llc
- Regulatory AUM
- $122M
- Discretionary
- $122M
- Clients
- 223
- Avg AUM / client
- $548K
- Accounts
- 362
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 207 | $47.2M | 38.7% |
| High net worth individuals | 16 | $39.5M | 32.3% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.7M | 1.41% |
| Charitable organizations | Fewer than 5 clients | $33.7M | 27.6% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jacob Douglas Schisler | Managing Member/Cco | Aug 2021 (5y) | 25% – 50% | |
| Joel Travis Barlow | Managing Member | CFP | Aug 2021 (5y) | 25% – 50% |
| Leonard Aaron Williamson | Managing Member | Aug 2021 (5y) | 25% – 50% | |
| Glen Graf Barlow | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 942 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $121M (99% of AUM) Jun 2026
- Charles Schwab & Co. $682K (1% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗