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

More Retirement Planning firms in Bedford, New Hampshire:

Firm Name	Assets Under Management	Total Clients	Total Advisors
DIMENSIONAL FUND ADVISORS LP 6300 Bee Cave Road, Building One Austin, TX, 78746	$749,622,475,396	1153	1166
VICTORY CAPITAL MANAGEMENT INC. 15935 La Cantera Pkwy San Antonio, TX, 78256	$151,257,095,924	2923	481
TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$141,927,200,000	158	1036
NB ALTERNATIVES ADVISERS LLC 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201	$118,041,119,970	827	319
TPG CAPITAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$112,362,200,000	102	361

Explore More Retirement Advisors in Bedford, New Hampshire

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.