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APEX WEALTH MANAGEMENT, LLC

CRD 317091 · SEC 801-122628

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1 HARDY RD, #400, BEDFORD, NH, 03110, United States

Phone

603-488-2475

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$191.1M

Discretionary AUM

$191.1M

Team

2 total employees; 2 advisory reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals22$13.2M
High net worth individuals92$177.9M

States served

MA, NH

All web addresses on file

Official SEC filing: View on IAPD