Apex Wealth Management, LLC
Apex Wealth Management, LLC is an SEC-registered wealth manager in Bedford, NH with $191.1M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Apex Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317091, SEC 801-122628, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $191.1M (2026-02-11)
- Firm type
- Wealth Manager
- Location
- Bedford, NH
- Employees
- 2
- Clients
- 114
- CRD
- 317091
- Ownership
- KELLER, CHRISTINE, ANN; DEANGELIS, DEREK, CHRISTOPHER
How much AUM does Apex Wealth Management, LLC have?
Apex Wealth Management, LLC reported $191.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns Apex Wealth Management, LLC?
Disclosed owners and executives of Apex Wealth Management, LLC include KELLER, CHRISTINE, ANN, DEANGELIS, DEREK, CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.