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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