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VerifiedFinancial Services· Founded 2020

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 (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.

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HeadquartersSanta Ana, United StatesEmployees4(1 to 10)Founded year2020Websiteapexfsg.comLinkedIn profileLinkedIn

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4 distinct titles indexed · top 4 shown.

  • 1administrative assistant
  • 1business operations intern
  • 1financial advisor
  • 1founder

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