Apex Wealth Management, LLC
● SEC registered since 2021CRD 317091SEC# 801-122628Bedford, NH
Reg. AUM
$191.1M
Employees
2
Accounts
271
Location
Bedford, NH
Apex Wealth Management, LLC assets under management
Apex Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Bedford, NH. The firm has been registered since 2021. It reports $191.1 million in regulatory assets under management and employs 2 people.
Apex Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christine Ann Keller Control | Chief Compliance Officer And Wealth Manager | Under 5% | 2024 |
| Derek Christopher Deangelis Control | President | Over 75% | 2021 |
Frequently asked questions
How much does Apex Wealth Management, LLC manage?
Apex Wealth Management, LLC reports $191.1 million in regulatory assets under management on its Form ADV.
How many employees does Apex Wealth Management, LLC have?
Apex Wealth Management, LLC reports 2 employees.
Where is Apex Wealth Management, LLC located?
Apex Wealth Management, LLC is based in Bedford, NH and has been SEC-registered since 2021.
Does Apex Wealth Management, LLC disclose fund performance?
Apex Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Hardy Rd, #400, Bedford, NH 03110 |
| Phone | 603-488-2475 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$191.1M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$191.1Mregulatory AUM
Discretionary $191.1M