Apex Direct
$16.9M reported client assets across 2 advisory firms in FY2025 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Maia Wealth, Llc | $16.3M | $973M | 1.7% | 02/20/2026 |
| Go Invest Llc | $574K | $889M | 0.1% | 03/02/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.