Apex Wealth Management Group Revenue

Financial Services • 1551 N Tustin Ave, 195, United States • 1-10 Employees

Apex Wealth Management Group revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Apex Wealth Management Group

Juan Carlos Rosario

Founder

Company overview

Headquarters	1551 N Tustin Ave, 195, Santa Ana, California 92705, US
Website	apexmwg.com
NAICS	52
Keywords	Comprehensive Financial Planning, Tax Planning, Wealth Management, Retirement Planning, Estate Planning, Asset Protection And Risk Management, Philanthropy Strategies And Planning
Founded	2020
Employees	1-10

Apex Wealth Management Group Email Formats

Apex Wealth Management Group uses 1 email format. The most common is {first name} (e.g., john@apex.bm), used 100% of the time.

Format	Example	Percentage
{first name}	john@apex.bm	100%

About Apex Wealth Management Group

We are primarily a fee-based independent financial services firm that specializes in wealth management and comprehensive financial planning. We work under a fiduciary standard. We have offices in Southern California and San Francisco and currently serve clients in the Central United States and the East Coast. Juan Carlos Rosario and Angela A. Rosario are registered with and offer securities through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Advisory Services offered through Kovack Advisors, Inc. a SEC registered investment advisory firm. Apex Wealth Management Group is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc. “Likes”, endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by Juan Carlos Rosario and Angela A. Rosario and/or Apex Wealth Management Group; positive reviews of experiences with Juan Carlos Rosario and Angela A. Rosario and/or Apex Wealth Management Group may not reflect the experience of all, or even most, clients. Visitors to this page should not write positive reviews of their experience as testimonials may be prohibited under state and federal securities laws.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Apex Wealth Management Group has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Apex Wealth Management Group has never raised funding before.

Frequently asked questions

Apex Wealth Management Group is located in 1551 N Tustin Ave, 195, US.

Apex Wealth Management Group generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Apex Wealth Management Group has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Apex Wealth Management Group was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Apex Wealth Management Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Apex Wealth Management Group

Juan Carlos Rosario

Founder

4.8

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