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APS WEALTH MANAGEMENT, LLC
CRD 298233 · SEC 801-114000
1 HUNTINGTON QUADRANGLE, SUITE 3N03, MELVILLE, NY, 11747, United States
Phone
(516) 228-8444
Fax
(516) 228-8457
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$311.5M
Discretionary AUM
$153.9M
Team
9 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $18.1M |
| High net worth individuals | 32 | $102.1M |
| Pension/profit sharing plans | 90 | $188.8M |
| Insurance companies | 7 | $2.5M |
States served
NJ, NY, FL
All web addresses on file
Official SEC filing: View on IAPD