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APEX WEALTH MANAGEMENT, LLC

BEDFORD, NH · CRD 317091 · IAPD ↗ · apexwealthnh.com · 603-488-2475

$191.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2024 — APEX WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.