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APS WEALTH MANAGEMENT, LLC
1 Huntington Quadrangle
Suite 3n03
Melville, New York 11747
Tel: (516) 228-8444
About APS WEALTH MANAGEMENT, LLC
APS WEALTH MANAGEMENT, LLC, formally registered with the SEC as APS WEALTH MANAGEMENT, LLC. The firm was established in 09/17/2018. They have over 1 offices throughout the country.
APS WEALTH MANAGEMENT, LLC is a Melville, New York based Financial Planning firm with nearly $264,663,888 assets under management, offering retirement planning & investment advisory services to 313 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298233 |
| SEC# | 801-114000 |
| Assets Managed by Firm | $264,663,888 |
| No. of Clients | 313 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 313 | $264,663,888 |
| Individuals (other than high net worth individuals) | 58 | $28,252,275 |
| High net worth individuals | 29 | $71,450,510 |
| Pension and profit sharing plans | 97 | $162,596,452 |
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