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| Happy Holidays!! thanks for using AUM13F!! |
| APS Wealth Management LLC
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|---|---|
| CRD # | 298233 |
| SEC # | 801-114000 |
| CIK # | |
| AUM | $264.7 M (2025-02-27) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 516-228-8444 |
| Address | 1 Huntington Quadrangle Melville, NY 11747 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 28.3 |
| (b) Individuals (high net worth individuals) | 29 | 71.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 97 | 162.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 2.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 313 | 264.7 |
| By Discretionary | ||
| Discretionary | 221 | 123.6 |
| Non-Discretionary | 92 | 141.1 |
| Total | 313 | 264.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 264.7 | |
| Total | 313 | 264.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cogent Strategic Wealth LLC
✚
|
IL | 0.3 |
|
Aurelius Family Office LLC
✚
|
NH | 0.3 |
|
Broadway Wealth Solutions Inc
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|
TX | 0.3 |
|
Redemption Capital Partners LLC
✚
|
TX | 0.3 |
|
Lantern Wealth Advisors LLC
✚
|
NY | 0.3 |
|
Total Solutions Enterprise LLC
✚
|
0.3 | |
|
Marshall Investment Management LLC
✚
|
CO | 0.3 |
|
Portico Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Premier Private Wealth LLC
✚
|
TN | 0.3 |
|
Holland Advisory Services Inc
✚
|
FL | 0.3 |