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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $170.2M | $170.2M | $0 | 2 | 0 |
| Feb 2025 | $170.2M | $170.2M | $0 | 2 | 0 |
| Jan 2024 | $137.8M | $137.8M | $0 | 2 | 0 |
| Feb 2023 | $122M | $122M | $0 | 3 | 0 |
| Feb 2023 | $122M | $122M | $0 | 3 | 0 |
| Feb 2023 | $122M | $122M | $0 | 3 | 0 |
| Mar 2022 | $106.5M | $106.5M | $0 | 1 | 0 |
| Mar 2022 | $106.5M | $106.5M | $0 | 1 | 0 |
| Dec 2021 | $0 | $0 | $0 | 1 | 0 |
| Oct 2021 | $0 | $0 | $0 | 1 | 0 |
| Oct 2021 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$170.2M
Discretionary$170.2M
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$170.2M
Discretionary$170.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$137.8M
Discretionary$137.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees1
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0