| Name | Title | Ownership | Since |
|---|---|---|---|
| Christine Ann Keller Control | Chief Compliance Officer And Wealth Manager | Under 5% | 2024 |
| Derek Christopher Deangelis Control | President | Over 75% | 2021 |
Apex Wealth Management, LLC reports $170.2 million in regulatory assets under management on its Form ADV.
Apex Wealth Management, LLC reports 2 employees.
Apex Wealth Management, LLC is based in Bedford, NH and has been SEC-registered since 2021.
Apex Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1 Hardy Rd, #400, Bedford, NH 03110 |
| Phone | 603-488-2475 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $170.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $170.2M |