What departments does Apexium Financial LP have?

Apexium Financial LP has employees across 2 departments including Research, Customer Success.

What is the largest department at Apexium Financial LP?

The largest department at Apexium Financial LP is Research with 1 employees.

Where are Apexium Financial LP employees located globally?

Apexium Financial LP has employees across 1 continents and 1 countries including United States Of America.

How has Apexium Financial LP's team size changed over time?

Apexium Financial LP's team has decreased from approximately 14 to 7 employees based on available data.

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Apexium Financial LP Employee Directory

Financial ServicesTexas, United States2-10 Employees

Apexium Financial LP operates in the financial services sector, offering financial planning, investment advisory, insurance, and risk-management services to a select group of private clients and institutions. The firm's professionals hold advanced certifications and degrees, including the CFP, CFA, CIMA, CPWA, CPA, and PFS, reflecting substantial expertise.

Based in Dallas, Texas, Apexium positions itself as a nationwide registered investment adviser with offices across the Northeast, Mid- Atlantic, and Southwest, including Dallas. The firm maintains a small professional staff and serves private clients and institutions with its advisory offerings. In November 2025, United Capital Financial Advisors, LLC announced its acquisition of Apexium Financial LP.

Apexium Financial LP Global Highlights

North America
12

United States Of America
12

Apexium Financial LP's Leadership

J. D.
Director Of Investment Research
Mobile Phone
Email
H. L.
Director Of Client Services
Mobile Phone
Email
L. F.
Director
Mobile Phone
Email
K. S.
Mobile Phone
Email

Apexium Financial LP Employee Metrics

100%

50%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other

Contact profiles from Apexium Financial LP

Name

Title

Contact Info

Location

Last Update

J. D.
Director Of Investment Research
Mobile Phone
Email
Jul 07, 2026
H. L.
Director Of Client Services
Mobile Phone
Email
Nov 04, 2025
L. F.
Director
Mobile Phone
Email
Oct 18, 2024
K. S.
Mobile Phone
Email
Jan 12, 2026

Frequently Asked Questions

What is Apexium Financial LP known for?

Apexium Financial LP was founded in 2016 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-212-225-****

. Explore Apexium Financial LP's company overview page for more information.

What is Apexium Financial LP's most common email format?

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

How many employees does Apexium Financial LP have currently?

Apexium Financial LP has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Apexium Financial LP's key employees and leadership?

As of July 2026, Apexium Financial LP's key employees include:

Director Of Investment Research: J. D.
Director Of Client Services: H. L.
Director: L. F.
: K. S.

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Apexium Financial LP Employee Directory

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