# Apex Wealth Management, LLC

> Apex Wealth Management, LLC is an SEC-registered investment advisory firm in Bedford, NH, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.

- CRD: 317091
- Filed as: APEX WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bedford, NH
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317091
- AdvisorCensus page: https://advisorcensus.com/firm/apex-wealth-management-llc-bedford-nh-317091

## Quick answers

**How is Apex Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Apex Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Apex Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated February 11, 2026 states: Flat fee: $500 to $5,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Apex Wealth Management, LLC located?**
Apex Wealth Management, LLC's principal office is in Bedford, NH, according to its Form ADV.

**Is Apex Wealth Management, LLC registered with the SEC or a state?**
Apex Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 317091.

**How much does Apex Wealth Management, LLC manage?**
Apex Wealth Management, LLC reports $191,060,986 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (100% discretionary).

**How have Apex Wealth Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for Apex Wealth Management, LLC: Regulatory assets under management: $106,519,918 in the October 2022 data and $191,060,986 in the October 2026 data, up 79%. Total employees: 1 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Apex Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (92); individuals (other than high net worth individuals) (22).

**Which custodians does Apex Wealth Management, LLC use?**
Apex Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Apex Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317091

**Does Apex Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 11, 2026 says: "AWM generally requires a minimum relationship size of $500,000, which may be reduced at the sole discretion of the Advisor."

**What changed in Apex Wealth Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $170,183,968 to $191,060,986 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 11, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> AWM generally requires a minimum relationship size of $500,000, which may be reduced at the sole discretion of the Advisor.

- Flat fee: $500 to $5,000 (financial planning services)

> AWM offers financial planning services, without availing wealth management services, for a fixed fee ranging from $500 to $5,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $191,060,986
- Discretionary: $191,060,986
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $13,152,487 |
| High net worth individuals | 92 | $177,908,499 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- apexwealthnh.com
- LinkedIn @christinekellercfpcmp
- LinkedIn @derek-c-deangelis-a0985b65

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $106,519,918 | 1 | March 16, 2022 |
| October 2023 | $122,027,570 | 3 | February 22, 2023 |
| October 2024 | $137,782,858 | 2 | January 24, 2024 |
| October 2025 | $170,183,968 | 2 | February 14, 2025 |
| October 2026 | $191,060,986 | 2 | February 11, 2026 |

Regulatory assets under management: $106,519,918 in the October 2022 data and $191,060,986 in the October 2026 data, up 79%.
Total employees: 1 in October 2022 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $170,183,968 to $191,060,986 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Apex Wealth Management, LLC (CRD 317091): Form ADV filing data as of October 2026.