Joseph
Weidenburner
Apex Financial Advisors, Inc
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About this Advisor
Joseph Weidenburner is a financial advisor who works out of Morrisville, Pennsylvania, with 6 years of industry experience. Weidenburner is an employee of Apex Financial Advisors, Inc. During their career, Weidenburner has held roles at Jrw Financial LLC and Defense Logistics Agency. Weidenburner has a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Pennsylvania. Apex Financial Advisors, Inc is a firm operating out of Morrisville, PA. It handles $471 million in total assets across its 581 accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 581 customer accounts, 90% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Apex Financial Advisors, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fee types charged by Apex Financial Advisors, Inc most likely consist of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Apex Financial Advisors, Inc Brokerage Details
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$470,874,340
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
8
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581
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$810,455
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Joseph Weidenburner Work History
Joseph has been registered as a financial advisor for 6 years.*
Jrw Financial LLC
Defense Logistics Agency
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Weidenburner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Apex Financial Advisors, Inc
Morrisville, PA
Morrisville, PA
Morrisville, PA
Morrisville, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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