APS WEALTH MANAGEMENT, LLC
CRD #298233 SEC #801-114000 MELVILLE, NY (516) 228-8444
SEC Registered
Total AUM
$264.7M
Discretionary
$123.6M
Employees
10
Clients
--
Accounts
313
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $264.7M | $123.6M | $141.1M | 10 | 0 |
| Feb 2024 | $232.3M | $98.5M | $133.8M | 6 | 0 |
| Feb 2023 | $189.9M | $81.4M | $108.5M | 6 | 0 |
| Feb 2023 | $189.9M | $81.4M | $108.5M | 6 | 0 |
| May 2022 | $231.4M | $88.9M | $142.6M | 4 | 1 |
| Mar 2022 | $231.4M | $88.9M | $142.6M | 4 | 1 |
| Mar 2021 | $194.9M | $70.8M | $124.1M | 6 | 0 |
| Aug 2020 | $175.2M | $62.4M | $112.8M | 7 | 0 |
| Jun 2020 | $175.2M | $62.4M | $112.8M | 7 | 0 |
| Jun 2020 | $175.2M | $62.4M | $112.8M | 7 | 0 |
| May 2020 | $175.2M | $62.4M | $112.8M | 7 | 0 |
| Jan 2019 | $138.6M | $43.2M | $95.4M | 7 | 0 |
| Jan 2019 | $138.6M | $43.2M | $95.4M | 7 | 0 |
| Oct 2018 | $0 | $0 | $0 | 7 | 0 |
| Sep 2018 | $0 | $0 | $0 | 7 | 0 |
| Aug 2018 | $0 | $0 | $0 | 7 | 0 |
DateFeb 2025
Total AUM$264.7M
Discretionary$123.6M
Non-Disc.$141.1M
Employees10
Clients0
DateFeb 2024
Total AUM$232.3M
Discretionary$98.5M
Non-Disc.$133.8M
Employees6
Clients0
DateFeb 2023
Total AUM$189.9M
Discretionary$81.4M
Non-Disc.$108.5M
Employees6
Clients0
DateFeb 2023
Total AUM$189.9M
Discretionary$81.4M
Non-Disc.$108.5M
Employees6
Clients0
DateMay 2022
Total AUM$231.4M
Discretionary$88.9M
Non-Disc.$142.6M
Employees4
Clients1
DateMar 2022
Total AUM$231.4M
Discretionary$88.9M
Non-Disc.$142.6M
Employees4
Clients1
DateMar 2021
Total AUM$194.9M
Discretionary$70.8M
Non-Disc.$124.1M
Employees6
Clients0
DateAug 2020
Total AUM$175.2M
Discretionary$62.4M
Non-Disc.$112.8M
Employees7
Clients0
DateJun 2020
Total AUM$175.2M
Discretionary$62.4M
Non-Disc.$112.8M
Employees7
Clients0
DateJun 2020
Total AUM$175.2M
Discretionary$62.4M
Non-Disc.$112.8M
Employees7
Clients0
DateMay 2020
Total AUM$175.2M
Discretionary$62.4M
Non-Disc.$112.8M
Employees7
Clients0
DateJan 2019
Total AUM$138.6M
Discretionary$43.2M
Non-Disc.$95.4M
Employees7
Clients0
DateJan 2019
Total AUM$138.6M
Discretionary$43.2M
Non-Disc.$95.4M
Employees7
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0