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APEX WEALTH MANAGMENT, LLC

EIN 20-5440677-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.9M assets
Welfare
0
Participants
5
3300 S. HIAWASSEE RD., SUITE 103 - ORLANDO, FL 32835407-447-7688apexwealthmanagement.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.9M - 5 part

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Retirement#001

APEX WEALTH MANAGEMENT, LLC 401(K) & PROFIT SHARING PLAN

401k

Assets$1.9M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APEX WEALTH MANAGEMENT, LLC 401(K) & PROFIT SHARING PLAN401k$1.9M52025
Retirement plans
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