Products
Data Sets
Integrations
Services
LPL Financial has added Apex Private Wealth Advisors to its broker-dealer, RIA, and custodial platforms, according to a September 11 news release.
Founded by Brett Howard and Henry DesJardins in 2017, Santa Rosa, CA-based Apex Private Wealth Advisors manages approximately $650M in assets and specializes in tax, retirement, and estate planning, wealth preservation, charitable giving, insurance, and responsible investing.
In the news release, Howard said he made the move to LPL for its advanced technology, operational efficiencies, and broader resources to enhance client service.
To view the press release, click here.
Written By: Dakota
September 26, 2025 Investor News: Blue Owl, QIA Partner on $3B Digital Infra Platform, and more...
September 26, 2025
Distribution, Manufacturing, and Defense Drive August 2025 Industrials Transactions
September 24, 2025
Biotech, Health Services, and Medical Devices Drive August 2025 Healthcare Transactions
September 17, 2025
Spectrum, SaaS, and Strategic Consolidation | August 2025 Tech & Software Transactions
September 12, 2025
August Capital Flows Led by Core Real Estate & AI Infrastructure
September 08, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy
