$191.1M Total AUM
$191.1M Disc. AUM
16.6% 3Y CAGR
2 Employees
114 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Ember momentum
- Established Date
- 11-04-2021
- Office Locations
- 1
Office Locations
1 Hardy RD #400 Bedford NH
About Apex Wealth Management, LLC
Apex Wealth Management, LLC is a Bedford-based RIA. The firm has been operating for 4 years. Managing $191.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$95.5M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
3.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Optima
Client Personas
Unison
Custodian
Glacier momentum Focus Focus Vertex insight
Investment Themes
Wave Timber
Investment Vehicles
Unison
Platform
Frontier focus
Services
Element Momentum Wave peak Peak Optima bridge Capital
Technology
Meridian
Owner & Executives
D
DEREK CHRISTOPHER DEANGELIS
President
- CRD
- #4281585
- Ownership
- 75% or more
(988) 874-4719
summit.north@embercapital.com
in linkedin.com/in/momentum-signal
CHRISTINE ANN KELLER
Chief Compliance Officer, Financial Advisor, General Partner, WEALTH MANAGER
- CRD
- #3155446
- Ownership
- Less than 5%
(236) 515-7819
optima.focus@pioneercapital.com
in linkedin.com/in/delta-vertex
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $191,060,986 | $705,022 |
| Non-Discretionary | $0 | -- |
| Total | $191,060,986 | $705,022 |
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Separately Managed Accounts
Total SMA Asset: $191,060,986
Equity - Exchange:
8.6% Public Funds:
4.7% Cash:
22.8% Corporate - Investment Grade:
23.3% Municipal Bonds:
16.8% U.S. Government/Agency:
23.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $173,985,050 | 8.6% |
| Public Funds | $95,084,853 | 4.7% |
| Cash | $461,262,690 | 22.8% |
| Corporate - Investment Grade | $471,378,099 | 23.3% |
| Municipal Bonds | $339,877,771 | 16.8% |
| U.S. Government/Agency | $481,493,509 | 23.8% |
| Total | $2,023,081,972 | 100.0% |