APEX Wealth Advisors

Financial Services • 424 S Woods Mill Rd, STE 300, United States • 11-20 Employees

Company overview

Headquarters	424 S Woods Mill Rd, STE 300, CHESTERFIELD, Missouri 63017, US
Phone number	+13147445200
Website	planwithapex.com
NAICS	52
Keywords	Retirement Planning, Financial Planning, Legacy Planning, High Net Worth Markets
Founded	2023
Employees	11-20
Socials

Key Contact at APEX Wealth Advisors

Brian Lavalle

Ceo & Partner With Northwestern Mutual Pcg | Apex Wealth Advisors

APEX Wealth Advisors Email Formats

APEX Wealth Advisors uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@nm.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@nm.com	100%

About APEX Wealth Advisors

APEX Wealth Advisors is an award-winning Wealth Management Firm that is dedicated to serving High Net Worth clients nationwide. Our goal is to deliver the financial peace of mind our clients seek for themselves, their families, and their employees. Working collaboratively, we create a tailored roadmap that helps turn our clients’ financial visions into reality, allowing them to enjoy the journey with greater confidence and comfort. Our team is built to be trusted guides to families today and generations to come.

APEX Wealth Advisors revenue & valuation

Annual revenue	$1,454,435
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,700,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

APEX Wealth Advisors has 9 employees across 4 departments.

Departments

Number of employees

Funding Data

APEX Wealth Advisors has never raised funding before.

APEX Wealth Advisors Tech Stack

Discover the technologies and tools that power APEX Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

reCAPTCHA

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Adobe Client Data Layer

JavaScript frameworks

HSTS

Security

Open Graph

Miscellaneous

Adobe Experience Platform Identity Service

Customer data platform

Adobe Experience Platform Launch

Tag managers

core-js

JavaScript libraries

Bootstrap

UI frameworks

Google Maps

Maps

Frequently asked questions

APEX Wealth Advisors is located in 424 S Woods Mill Rd, STE 300, US.

You can reach APEX Wealth Advisors at +13147445200.

APEX Wealth Advisors was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

APEX Wealth Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at APEX Wealth Advisors

Brian Lavalle

Ceo & Partner With Northwestern Mutual Pcg | Apex Wealth Advisors

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