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Apex Wealth Management GroupFinancial advisor in Santa Ana, CA

Apex Wealth Management Group is a financial advisor at 1551 N Tustin Ave Ste 195, Santa Ana, CA 92705, ranked #47 of 139 wealth managers in Santa Ana and rated 4.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Santa Ana, CAUpdated 0 paid placements in any rankingHow we rank

Call (714) 919-4446Website ↗

Key facts

Key facts about Apex Wealth Management Group
Address1551 N Tustin Ave Ste 195, Santa Ana, CA 92705Get directions
Phone(714) 919-4446
Websiteapexwmg.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating4.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves Santa Ana and 11 towns within 25 miles: Tustin, North Tustin, Orange, Irvine, Garden Grove, Anaheim, Fountain Valley, Placentia, Yorba Linda, Fullerton and Costa Mesa.

Based in Santa Ana, CAView on map

Opening hours

Opening hours for Apex Wealth Management Group
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Apex Wealth Management Group

How is Apex Wealth Management Group ranked in Santa Ana?

Apex Wealth Management Group is ranked #47 of 139 wealth managers in Santa Ana by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Apex Wealth Management Group’s hours?

Apex Wealth Management Group is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Apex Wealth Management Group serve?

Serves Santa Ana and 11 towns within 25 miles: Tustin, North Tustin, Orange, Irvine, Garden Grove, Anaheim, Fountain Valley, Placentia, Yorba Linda, Fullerton and Costa Mesa. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Apex Wealth Management Group?

Apex Wealth Management Group has a rating of 4.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Apex Wealth Management Group?

Call Apex Wealth Management Group on (714) 919-4446. The business is at 1551 N Tustin Ave Ste 195, Santa Ana, CA 92705. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Apex Wealth Management Group compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Apex Wealth Management Group (this business)—634.0 (4)NoNo
WealthWise Financial Services#45635.0 (8)NoNo10.0 mi

See all 139 ranked wealth managers in Santa Ana