Apex Wealth Management, LLC
Apex Wealth Management, LLC (CRD# 317091) is a financial advisory firm headquartered in Bedford, NH. They manage $137,782,858 in 233 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management138MILLION
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Total Number of Accounts233ACCOUNTS
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Average Account Value$591,343
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NH
Financial Advisors at Apex Wealth Management, LLC
1
Derek Deangelis (CRD# 4281585) is an Investment Advisor Representative working at Apex Wealth Management, LLC in Bedford, NH and has over 23 years of experience in the finance industry.
2
Christine Keller (CRD# 3155446) is an Investment Advisor Representative working at Apex Wealth Management, LLC in Bedford, NH and has over 14 years of experience in the finance industry.
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