Aps Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Melville, NY. Its latest Form ADV filing, dated March 17, 2026, reports $312M in regulatory assets under management, 9 employees, and 326 accounts.
Assets Under Management
$312M
Employees
9
Offices
--
Total Clients
180
Primary office
MELVILLE, NY
1 HUNTINGTON QUADRANGLE, SUITE 3N03, MELVILLE, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 50.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
50.0%
90
2
Individuals
28.3%
51
3
HNWI
17.8%
32
4
Insurance Cos.
3.9%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$312Mas of March 17, 2026
Discretionary49.4%
$154M
49% of total RAUM49.4%
Non-discretionary50.6%
$158M
51% of total RAUM50.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$312M
Total Accounts326
10Y AUM Change+$312M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee20:1
10Y Employee Change+2 (+28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.