APS WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2018

Total AUM

$312M

Discretionary

$154M

49% of AUM

Avg account

$956K

Accounts

326

Employees

Advisory reps

Firm details

Headquarters: MELVILLE, New York
CRD number: 298233
Registered since: September 17, 2018
Website: apspension.com
Custodians: CHARLES SCHWAB & CO., INC., ASCENSUS TRUST
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans60.61%
HNWI32.78%
Individuals5.81%
Insurance Companies0.8%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

APS Wealth Management, LLC is an SEC-registered advisory firm formed in 2018 and organized as a limited liability company under individual ownership. The firm serves both individual/family and institutional clients and describes itself as a capital allocator. Its advisory mandate centers on discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, plus pension consulting and the selection of third-party advisers. Fee arrangements include percentage-of-AUM and fixed-fee structures. APS does not identify as an active ESG investor and is not registered as a multi-state adviser.