The APS WEALTH MANAGEMENT is a privately held investment adviser that advises $311.55mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. APS WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 59.86% over the last 5-years.
The Group has been registered with the SEC for 7.87 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1 HUNTINGTON QUADRANGLE SUITE 3N03, HUNTINGTON, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 9 employees comprised of 4 investment and 5 non-investment staff. The total number of Employees increased by 50% over the last 5-years.
Their $311.55mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 97 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $188.83mn or 60.61% of Total Assets and High Net Worth Individuals own $102.12mn or 32.78% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
APS WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.