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Aps Wealth Management, LLC

● SEC registered since 2018CRD 298233SEC# 801-114000Melville, NY
Export (members)
Reg. AUM
$311.5M
Employees
9
Accounts
326
Location
Melville, NY

Aps Wealth Management, LLC assets under management

Aps Wealth Management, LLC is an investment advisory firm registered with the SEC based in Melville, NY. The firm has been registered since 2018. It reports $311.5 million in regulatory assets under management and employs 9 people.

Aps Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Sharon Marie RolandChief Compliance OfficerUnder 5%2026
Stephen Abramson ControlManaging Member50-75%2018
Steven John Musmanno ControlManaging Member50-75%2018

Frequently asked questions

How much does Aps Wealth Management, LLC manage?

Aps Wealth Management, LLC reports $311.5 million in regulatory assets under management on its Form ADV.

How many employees does Aps Wealth Management, LLC have?

Aps Wealth Management, LLC reports 9 employees.

Where is Aps Wealth Management, LLC located?

Aps Wealth Management, LLC is based in Melville, NY and has been SEC-registered since 2018.

Does Aps Wealth Management, LLC disclose fund performance?

Aps Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 Huntington Quadrangle, Suite 3n03, Melville, NY 11747
Phone(516) 228-8444
Fax(516) 228-8457
Office hours9:00a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$311.5M▲ 18%
Feb '25 — $264.7MMar '25 — $264.7MApr '25 — $264.7MMay '25 — $264.7MJun '25 — $264.7MJul '25 — $264.7MAug '25 — $264.7MSep '25 — $264.7MOct '25 — $264.7MNov '25 — $264.7MDec '25 — $264.7MJan '26 — $264.7MFeb '26 — $264.7MMar '26 — $311.5MApr '26 — $311.5MMay '26 — $311.5MJun '26 — $311.5M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$311.5Mregulatory AUM
Discretionary $153.9MNon-discretionary $157.6M