APEX WEALTH MANAGEMENT, LLC
CRD #317091 SEC #801-122628 BEDFORD, NH 603-488-2475
SEC Registered
Total AUM
$170.2M
Discretionary
$170.2M
Employees
2
Clients
26
Accounts
264
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Hampshire
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KELLER, CHRISTINE, ANN | I | CHIEF COMPLIANCE OFFICER AND WEALTH MANAGER | NA | Control |
| KELLER, CHRISTINE, ANN | I | CHIEF COMPLIANCE OFFICER AND WEALTH MANAGER | NA | Control |
| KELLER, CHRISTINE, ANN | I | CHIEF COMPLIANCE OFFICER AND WEALTH MANAGER | NA | Control |
| DEANGELIS, DEREK, CHRISTOPHER | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DEANGELIS, DEREK, CHRISTOPHER | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DEANGELIS, DEREK, CHRISTOPHER | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DEANGELIS, DEREK, CHRISTOPHER | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DEANGELIS, DEREK, CHRISTOPHER | I | FOUNDER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DEANGELIS, DEREK, CHRISTOPHER | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DEANGELIS, DEREK, CHRISTOPHER | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DEANGELIS, DEREK, CHRISTOPHER | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DEANGELIS, DEREK, CHRISTOPHER | I | PRESIDENT | E | Control |
| DEANGELIS, DEREK, CHRISTOPHER | I | PRESIDENT | E | Control |
| DEANGELIS, DEREK, CHRISTOPHER | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Oct 22, 2025 REGISTERED
Notice Filings (2)
MA NH
Address
1 HARDY RD#400
BEDFORD, NH 03110
United States
Phone: 603-488-2475