APEX WEALTH MANAGEMENT, LLC

CRD 317091File 801-122628

APPROVED

Retail clients

Filing as of Feb 11, 2026

Feed vintage Aug 17, 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
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.