LP Profile

Apex Wealth Management

Also known as apex wealth

Wealth ManagerBedford, United StatesFounded 2021
$107M
Assets Under Management
Bedford
Headquarters
Investment Focus

About Apex Wealth Management

Private Family Office Built on Trust, Integrity, and Transparency Client LOG IN “We make a living by what we get. We make a life by what we give” – Winston Churchill

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Apex Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$191.1M
Total Clients
271
Filing Date
February 11, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Apex Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Apex Wealth Management?

Apex Wealth Management is a wealth manager based in Bedford, United States, managing approximately $107M in assets.

Where is Apex Wealth Management headquartered?

Apex Wealth Management is headquartered in Bedford, United States.

How much does Apex Wealth Management manage?

Apex Wealth Management manages approximately $107M in assets under management.

When was Apex Wealth Management founded?

Apex Wealth Management was founded in 2021.

How can I contact Apex Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Apex Wealth Management are available on LPbacked. Create a free account to access them.