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| Keyboard |
| APS Wealth Management LLC
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|---|---|
| CRD # | 298233 |
| SEC # | 801-114000 |
| CIK # | |
| AUM | 311.5 M (2026-05-04) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 516-228-8444 |
| Address | 1 Huntington Quadrangle Melville, NY 11747 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 18.1 |
| (b) Individuals (high net worth individuals) | 32 | 102.1 |
| (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 | 90 | 188.8 |
| (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 | 7 | 2.5 |
| (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 | 326 | 311.5 |
| By Discretionary | ||
| Discretionary | 234 | 153.9 |
| Non-Discretionary | 92 | 157.6 |
| Total | 326 | 311.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 311.5 | |
| Total | 326 | 311.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Financial Planning Solutions LLC
✚
|
MA | 312.4 M |
|
Topel & Distasi Wealth Management LLC
✚
|
CA | 312.1 M |
|
Monere Wealth Management Inc
✚
|
IL | 312.0 M |
|
Glass Wealth Management Co LLC
✚
|
TX | 311.9 M |
|
Iwealth Financial LLC
✚
|
MN | 311.6 M |
|
Miller Capital Partners Inc
✚
|
MI | 311.6 M |
|
Lyon Wealth Advisors Group LLC
✚
|
NC | 311.4 M |
|
Griffiths Dreher & Evans PS CPAS
✚
|
WA | 311.4 M |
|
Malaga Cove Capital LLC
✚
|
CA | 310.9 M |
|
Mission Financial Group LLC
✚
|
NV | 310.9 M |