Aps Wealth Management, LLC

Aps Wealth Management, LLC (CRD# 298233) is a financial advisory firm headquartered in Melville, NY. They manage $232,281,188 in 286 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1 Huntington Quadrangle, Suite 3n03, Melville, NY 11747
http://www.apspension.com
By the Numbers
  • Total Assets Under Management
    232
    MILLION
  • Total Number of Accounts
    286
    ACCOUNTS
  • Average Account Value
    $812,172
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY

Financial Advisors at Aps Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Stephen Abramson, financial advisor Melville NY
Stephen Abramson
CRD#: 854692
1 Huntington Quadrangle, Suite 3n03, Melville, NY 11747

Stephen Abramson (CRD# 854692) is an Investment Advisor Representative working at Aps Wealth Management, LLC in Melville, NY and has over 26 years of experience in the finance industry.

2
Steven Musmanno, financial advisor Melville NY
Steven J. Musmanno
CRD#: 2944238
1 Huntington Quadrangle, Suite 3n03, Melville, NY 11747

Steven Musmanno (CRD# 2944238) is an Investment Advisor Representative working at Aps Wealth Management, LLC in Melville, NY and has over 26 years of experience in the finance industry.

3
Mark Phillips, financial advisor Melville NY
Mark H. Phillips
CRD#: 4428272
1 Huntington Quadrangle, Suite 3n03, Melville, NY 11747

Mark Phillips (CRD# 4428272) is an Investment Advisor Representative working at Aps Wealth Management, LLC in Melville, NY and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals