A
Apexedge LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Apexedge LLC provides financial planning, consultation, and discretionary asset management to individuals and high‑net‑worth clients. The firm offers comprehensive full financial plans and shorter topic‑specific consultations, and places managed assets with third‑party money managers via an ARIA/Envestnet platform arrangement.
Investment implementation is carried out primarily through the Envestnet/ARIA third‑party manager network, with manager and portfolio selection guided by client suitability questionnaires and executed by the selected TPM custodians. When managing assets through this platform the firm charges advisory fees calculated as a percentage of assets and uses bundled wrap arrangements described in the Envestnet program documentation.
Notable distinctions include the principal’s outside business activities: the brochure discloses affiliated practices in insurance sales, tax planning, and real‑estate management that consume roughly 10%, 30%, and 30% of the principal’s time and create potential conflicts the firm says it addresses with disclosures and fiduciary procedures. The firm also highlights its role in selecting and replacing other advisers within the Envestnet/ARIA network and reported no client assets under management as of the filing date.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Tax strategies for small businesses
Wealth management
Fee options
Financial Planning Services flat fee between $200 and $1,000
$0 - $100,000: 1.75% annually $100,000.01 - $1,000,000: 1.25% annually Over $1,000,000+: 1.00% annually
Minimum fee: Financial Planning Services flat fee between $200 and $1,000
Main office location
Apexedge LLC
408 Se 2 Nd St
Grimes IA 50111, United States
Number of offices
1
Most active in
Apexedge LLC has reported serving >5 clients in these states in the last 12 months.
Iowa
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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