SEC Form ADV

APS WEALTH MANAGEMENT, LLC

Firm profile: APS Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY

$311.5M

Assets Under Management

326

Total Clients

Employees

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Registration Details

Accession: CRD-298233
Location: MELVILLE, NY
Filing Date: May 4, 2026
AUM: $311.5M
Total Clients: 326
Institutional Clients: 97
Employees: 9
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansInsurance Companies

About this Adviser

APS WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in MELVILLE, NY, managing approximately $311.5M in assets across 326 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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