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Managing Member/cco · Apex Wealth Advisors LLC

Jacob D. Schisler

CRD 6182196 · Named on Form ADV at one SEC-registered adviser

At a glance

Apex Wealth Advisors LLC, an SEC-registered wealth manager with $122 million in regulatory assets, lists Jacob D. Schisler on its Form ADV as Managing Member/cco, a control person.

Firms and roles

AtlasMembers

Jacob’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jacob’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.