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APS WEALTH MANAGEMENT, LLC
CRD 298233File 801-114000
APPROVED
Retail clients
Filing as of May 4, 2026
Feed vintage Oct 1, 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
- Website
- http://www.apspension.com
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2026 | Clients | 184 | 180 | decreased by4 |
| Apr 1, 2026 | AUM | $264,663,888 | $311,548,181 | increased by$46,884,293 |
| Apr 1, 2026 | Accounts | 313 | 326 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 10 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 191 | 184 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $231,435,597 | $264,663,888 | increased by$33,228,291 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 281 | 313 | increased by32 |
| Apr 1, 2022 | Employees | 6 | 4 | decreased by2 |
| Apr 1, 2022 | Clients | 167 | 191 | increased by24 |
| Apr 1, 2022 | AUM | $194,902,662 | $231,435,597 | increased by$36,532,935 |
| Apr 1, 2022 | Accounts | 246 | 281 | increased by35 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “APS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“APS WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.