Overview
Assets Under Management: $312 million
Headquarters: MELVILLE, NY
High-Net-Worth Clients: 32
Average Client Assets: $3.2 million
Frequently Asked Questions
APS WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298233), APS WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
APS WEALTH MANAGEMENT, LLC is headquartered in MELVILLE, NY.
APS WEALTH MANAGEMENT, LLC serves 32 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, APS WEALTH MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
APS WEALTH MANAGEMENT, LLC manages $312 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, APS WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.78%
Average Client Assets: $3.2 million
Total Client Accounts: 326
Discretionary Accounts: 234
Non-Discretionary Accounts: 92
Regulatory Filings
CRD Number: 298233
Filing ID: 2067760
Last Filing Date: 2026-03-17 11:25:13