APEX WEALTH MANAGEMENT, LLC

CRD 317091File 801-122628

APPROVED

Retail clients

Filing as of Feb 11, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$191.1M

Bottom 25% of cohort (national)

Discretionary AUM

$191.1M

Clients

114

271 accounts

Employees

Below cohort median in NH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Nov 4, 2021
Principal office: 1 HARDY RD, #400, BEDFORD, NH, 03110
Phone: 603-488-2475
Website: http://www.apexwealthnh.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $191.1M
Discretionary AUM: $191.1M
Non-discretionary AUM: $0
Discretionary accounts: 271
Non-discretionary accounts: 0
Total accounts: 271
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	92	$177.9M
Individuals (other than high net worth individuals)	22	$13.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Mar 1, 2026	Clients	111	114	increased by3
Mar 1, 2026	AUM	$170,183,968	$191,060,986	increased by$20,877,018
Mar 1, 2026	Accounts	264	271	increased by7
May 1, 2025 vs Oct 1, 2022	Employees	1	2	increased by1
May 1, 2025 vs Oct 1, 2022	Clients	83	111	increased by28
May 1, 2025 vs Oct 1, 2022	AUM	$106,519,918	$170,183,968	increased by$63,664,050
May 1, 2025 vs Oct 1, 2022	Accounts	184	264	increased by80
Apr 1, 2022	Registration	APPROVED-120	APPROVED
Apr 1, 2022	AUM	$0	$106,519,918	increased by$106,519,918
Apr 1, 2022	Accounts	0	184	increased by184
Dec 1, 2021	Registration	—	APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “APEX WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“APEX 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.