|
⚲
|
| Keyboard |
| Apex Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 317091 |
| SEC # | 801-122628 |
| CIK # | 0002056695 |
| AUM | 191.1 M (2026-02-11) |
| 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) | |
|---|---|---|---|
| Tesla Motors Inc | 4.6 | ||
| Amazon Com Inc | 4.3 | ||
| Apple Inc | 3.1 | ||
| Microsoft Corp | 2.1 | ||
| Wal Mart Stores Inc | 2.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 13.2 |
| (b) Individuals (high net worth individuals) | 92 | 177.9 |
| (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 | 271 | 191.1 |
| By Discretionary | ||
| Discretionary | 271 | 191.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 271 | 191.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.1 | |
| Total | 271 | 191.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056695] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Strategic Advisory Partners LLC
✚
|
NC | 191.4 M |
|
Spinosa Wealth Management Group LLC
✚
|
LA | 191.4 M |
|
Togwotee CIO LLC
✚
|
191.4 M | |
|
Guardian Wealth Partners LLC
✚
|
NY | 191.4 M |
|
Investment Management Corporation
✚
|
VA | 191.2 M |
|
Forthright Family Wealth Advisory LLC
✚
|
TX | 191.2 M |
|
DRH Investments Inc
✚
|
CA | 191.0 M |
|
D & G Advisory Group LLC
✚
|
190.9 M | |
|
Meyer Capital Management LLC
✚
|
OH | 190.8 M |
|
LFG Wealth Partners LLC
✚
|
KY | 190.7 M |