APEX WEALTH MANAGEMENT, LLC

BEDFORD, New Hampshire·2 registered advisors·CRD# 317091
SEC# 801-1226280603-488-2475
01

Firm Overview

AUM
$138M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at APEX WEALTH MANAGEMENT, LLC

2 registered advisors
Christine Ann Keller
BEDFORD, New Hampshire
Derek Christopher Deangelis
BEDFORD, New Hampshire
05

Office Locations

BEDFORD, New Hampshire
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. APEX WEALTH MANAGEMENT, LLC (CRD# 317091) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.