APEX WEALTH MANAGEMENT, LLC

1 Hardy Rd
#400
Bedford, New Hampshire 03110
Tel: 603-488-2475

About APEX WEALTH MANAGEMENT, LLC

APEX WEALTH MANAGEMENT, LLC, formally registered with the SEC as APEX WEALTH MANAGEMENT, LLC. The firm was established in 11/04/2021. They have over 1 offices throughout the country.

APEX WEALTH MANAGEMENT, LLC is a Bedford, New Hampshire based Financial Planning firm with nearly $170,183,968 assets under management, offering retirement planning & investment advisory services to 264 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317091
SEC#	801-122628
Assets Managed by Firm	$170,183,968
No. of Clients	264
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	264	$170,183,968
Individuals (other than high net worth individuals)	32	$11,251,489
High net worth individuals	79	$158,932,479

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