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- Custodian
- Ascensus · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Pathway ember
- Established Date
- 09-17-2018
- Office Locations
- 1
Office Locations
About APS Wealth Management, LLC
APS Pension & Financial Services (APS Wealth Management) is an SEC-registered RIA that pairs comprehensive wealth management with integrated retirement plan solutions for businesses, plan sponsors, and participants. Founded in 1977 as a third-party administrator, the firm brings deep ERISA plan management, fiduciary services, participant education, and actuarial consulting under one roof, supported by a long-tenured in-house team.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
STEPHEN ABRAMSON
Managing Member
- CRD
- #854692
- Ownership
- 50% but less than 75%
STEVEN JOHN MUSMANNO
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #2944238
- Ownership
- 50% but less than 75%
Vital prime
Quantum element
- CRD
- #91253
- Ownership
- 32.9%
Showing 2 of 3 owners & executives
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AMANPREET SINGH KOHLI
--
- CRD
- #5110938
MARK HOWARD PHILLIPS
Financial Advisor, General Partner
- CRD
- #4428272
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $153,940,459 | $657,865 |
| Non-Discretionary | $157,607,722 | $1,713,127 |
| Total | $311,548,181 | $955,669 |
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Separately Managed Accounts
Total SMA Asset: $311,548,181
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $243,140,653 | 26.5% |
| Equity - Exchange | $257,820,843 | 28.1% |
| Cash | $195,430,034 | 21.3% |
| Private Funds | $221,120,368 | 24.1% |
| Total | $917,511,898 | 100.0% |