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| Apex Wealth Management LLC
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| |
|---|---|
| CRD # | 317091 |
| SEC # | 801-122628 |
| CIK # | |
| AUM | $137.8 MM (2024-01-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 603-488-2475 |
| Address | 1 Hardy Rd Bedford, NH 03110 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 9.7 |
| (b) Individuals (high net worth individuals) | 66 | 128.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 233 | 137.8 |
| By Discretionary | ||
| Discretionary | 233 | 137.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 233 | 137.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 137.8 | |
| Total | 233 | 137.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Archer Consulting Group LLC
✚
|
LA | 0.1 |
|
Ring Mountain Capital LLC
✚
|
CA | 0.1 |
|
Calvert Wealth Management Inc
✚
|
MD | 0.1 |
|
Fithian LLC
✚
|
NY | 0.1 |
|
Titanium Advisors LLC
✚
|
MA | 0.1 |
|
Kastel Capital Advisors LLC
✚
|
MA | 0.1 |
|
Rockbridge Capital Management LLC
✚
|
VA | 0.1 |
|
Financial Designs Wealth Management LLC
✚
|
FL | 0.1 |
|
MJT & Associates Financial Advisory Group Inc
✚
|
MN | 0.1 |
|
Draper Asset Management LLC
✚
|
NY | 0.1 |