What departments does APEX Wealth Services have?

APEX Wealth Services has employees across 1 departments including Finance.

What is the largest department at APEX Wealth Services?

The largest department at APEX Wealth Services is Finance with 1 employees.

Where are APEX Wealth Services employees located globally?

APEX Wealth Services has employees across 1 continents and 1 countries including United States Of America.

How has APEX Wealth Services's team size changed over time?

APEX Wealth Services's team has decreased from approximately 8 to 6 employees based on available data.

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APEX Wealth Services Employee Directory

Financial ServicesIndiana, United States2-10 Employees

APEX Wealth Services is a financial services firm that emphasizes holistic financial planning and investment management. Rather than focusing solely on investment performance, the firm assesses a family's or business's broader goals and needs to guide financial decisions. Its approach seeks to help clients build wealth, manage assets, generate retirement income, and preserve a legacy for future generations. Headquartered in Carmel, Indiana, the firm serves individuals and small businesses through a broad advisory and wealth-management offering. It operates with Cetera Wealth Services for securities and Cetera Investment Advisers for advisory services and provides a no-cost Get Acquainted Consultation to assess how it may support a client's financial life.

APEX Wealth Services Global Highlights

North America
13

United States Of America
13

APEX Wealth Services's Leadership

N. S.
Chief Compliance Officer
Mobile Phone
Email
J. C.
Senior Partner
Mobile Phone
Email
J. Z.
Owner Financial Advisor
Mobile Phone
Email
C. W.
Registered Representative
Mobile Phone
Email

APEX Wealth Services Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from APEX Wealth Services

Name

Title

Contact Info

Location

Last Update

J. C.
Senior Partner
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
J. Z.
Owner Financial Advisor
Mobile Phone
Email
Oct 18, 2024
N. S.
Chief Compliance Officer
Mobile Phone
Email
Apr 24, 2025
C. W.
Registered Representative
Mobile Phone
Email
Sep 08, 2025

Frequently Asked Questions

What is APEX Wealth Services known for?

APEX Wealth Services was founded in 1991 operates in the Financial Services industry. The company's main headquarters is located in 10435 Commerce Drive Suite 140 Carmel, Indiana 46032 United States; you can contact the main corporate office by phone at

+1-317-243-****

. Explore APEX Wealth Services's company overview page for more information.

What is APEX Wealth Services's most common email format?

APEX Wealth Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more APEX Wealth Services email formats with LeadIQ.

How many employees does APEX Wealth Services have currently?

APEX Wealth Services has approximately 6 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are APEX Wealth Services's key employees and leadership?

As of May 2026, APEX Wealth Services's key employees include:

Chief Compliance Officer: N. S.
Senior Partner: J. C.
Owner Financial Advisor: J. Z.
Registered Representative: C. W.

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APEX Wealth Services Employee Directory

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