Apex Wealth
Financial Services • 
Danvers, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | 5 Cherry Hill Dr, 230, Danvers, Massachusetts 01923, US |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Retirement Planning, Life Insurance, Financial Planning, Estate Planning, Annuity, Tax Strategies |
| Founded | 2018 |
| Employees | 1-10 |
Key Contact at Apex Wealth
Cliff Ambrose
Founder
Apex Wealth Email Formats
Apex Wealth uses 2 email formats. The most common is {first initial} (e.g., j@apex-wealth.net), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@apex-wealth.net | 66.7% |
{first name} | john@apex-wealth.net | 33.3% |
About Apex Wealth
Apex Wealth is a full-service firm that has been serving community for almost two decades. We recognize that you have many choices when it comes to selecting the firm and financial professional you are comfortable working with. We are committed to providing our clients with a consistent quality financial experience. We do this one client at a time — we recognize that each client is unique and has his or her own goals and objectives. We are licensed in over 15 States Insurance products and services offered by Apex Wealth LLC. Investment advisory services offered by duly registered individuals through MariPau Wealth Management, LLC. MariPau Wealth Management, LLC is an investment advisor registered with the United States Securities and Exchange Commission (CRD No. 311934). Please note that the use of the term “registered” to refer to our firm and/or our associated persons does not imply any particular level of skill or training. The information and materials contained herein are presented for informational purposes only and should not be construed as personalized investment, tax, or legal advice. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, that clients should be prepared to bear. Apex Wealth LLC and MariPau Wealth Management, LLC are not affiliated entities.
Apex Wealth revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Apex Wealth has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Apex Wealth has never raised funding before.
Denmark
Australia
Italy
Frequently asked questions
4.8
40,000 users
