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APS WEALTH MANAGEMENT, LLC
CRD 298233File 801-114000
APPROVED
Retail clients
Filing as of May 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$311.5M
Below cohort median (national)
Discretionary AUM
$153.9M
Non-discretionary $157.6M
Clients
180
326 accounts
Employees
9
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 17, 2018
- Principal office
- 1 HUNTINGTON QUADRANGLE, SUITE 3N03, MELVILLE, NY, 11747
- Phone
- (516) 228-8444
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $311.5M
- Discretionary AUM
- $153.9M
- Non-discretionary AUM
- $157.6M
- Discretionary accounts
- 234
- Non-discretionary accounts
- 92
- Total accounts
- 326
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 7 | $2.5M |
| High net worth individuals | 32 | $102.1M |
| Pension and profit sharing plans | 90 | $188.8M |
| Individuals (other than high net worth individuals) | 51 | $18.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.