SEC Form ADV

APEX WEALTH MANAGEMENT, LLC

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

Registered Investment AdviserNH

$191.1M

Assets Under Management

271

Total Clients

Employees

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Registration Details

Accession: CRD-317091
Location: BEDFORD, NH
Filing Date: February 11, 2026
AUM: $191.1M
Total Clients: 271
Employees: 2
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

APEX WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in BEDFORD, NH, managing approximately $191.1M in assets across 271 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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