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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Apex Wealth Management LLC
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|---|---|
| CRD # | 317091 |
| SEC # | 801-122628 |
| CIK # | 0002056695 |
| AUM | $170.2 M (2025-02-14) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 603-488-2475 |
| Address | 1 Hardy Rd Bedford, NH 03110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 4.3 | ||
| Tesla Motors Inc | 4.1 | ||
| Microsoft Corp | 2.9 | ||
| Apple Inc | 2.6 | ||
| Wal Mart Stores Inc | 1.6 | ||
| Facebook Inc | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 11.3 |
| (b) Individuals (high net worth individuals) | 79 | 158.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 264 | 170.2 |
| By Discretionary | ||
| Discretionary | 264 | 170.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 264 | 170.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 170.2 | |
| Total | 264 | 170.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056695] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clarity Wealth Development LLC
✚
|
OR | 0.2 |
|
Rossjohnson & Associates LLC
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|
MN | 0.2 |
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Wharton Wealth Management LLC
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PA | 0.2 |
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Robinson Value Management Ltd
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TX | 0.2 |
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George M Hiller Companies LLC
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GA | 0.2 |
|
Smartharvest Portfolios LLC
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0.2 | |
|
McBride Financial Advisors LLC
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0.2 | |
|
Golden Road Advisors LLC
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|
FL | 0.2 |
|
Classic Asset Management LLC
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|
ND | 0.2 |
|
Centennial Advisors LLC
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TX | 0.2 |