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Derek Christopher Deangelis

APEX WEALTH MANAGEMENT, LLC·BEDFORD, New Hampshire
Unclaimed Profile
1 HARDY RD, BEDFORD, NH 03110CRD# 4281585Firm CRD# 317091
01

About

Derek Christopher Deangelis is a registered financial advisor based in BEDFORD, New Hampshire, affiliated with APEX WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
APEX WEALTH MANAGEMENT, LLC
APEX WEALTH MANAGEMENT, LLC
AUM
$138M
Regulatory assets under management
Employees
2
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4281585
Firm CRD# 317091
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Derek Christopher Deangelis offer?
Derek Christopher Deangelis specializes in Financial Planning, Investment Management. Contact their office in BEDFORD, New Hampshire for a consultation.
What are Derek Christopher Deangelis's credentials?
Derek Christopher Deangelis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derek Christopher Deangelis located?
Derek Christopher Deangelis is based in BEDFORD, New Hampshire, working with APEX WEALTH MANAGEMENT, LLC. Their office serves clients in the BEDFORD metropolitan area and surrounding communities.
How does Derek Christopher Deangelis charge for services?
Derek Christopher Deangelis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APEX WEALTH MANAGEMENT, LLC?
APEX WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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