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Apexium Financial LP

EST. AUM
$4,020,524,185

CONTACTS
9

CLIENT ACCOUNTS
3,334

Firm Details

Metro area New York City
CRD Number 283726
Website apexiumfin.com
Client types

Overview

Apexium Financial LP is a nationwide Registered Investment Adviser (RIA) that provides comprehensive financial planning and advisory services to high-net-worth clients, families, and corporate clients across multiple states. The firm designs integrated strategies for capital growth, retirement, and tax minimization, leveraging a highly credentialed team of professionals. Apexium Financial operates as an affiliate of United Capital Financial Advisors (Creative Planning), following its acquisition in November 2025. The firm maintains its strong focus on complex client needs and is noted for its affiliation with accounting firm Citrin Cooperman & Company.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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