Apex Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
Apex Wealth Management reports 114 clients. They include 92 high-net-worth individuals and 22 individual clients. Of its assets, 100.0% ($191M across 271 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 19% | 7% |
| High-net-worth individuals | 81% | 93% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 22 | $13.2M | 6.9% | $598K |
| High-net-worth individuals | 92 | $178M | 93.1% | $1.93M |
| Total | 114 | $191M | 100% | $1.68M |
- Clients
- 22
- Regulatory AUM
- $13.2M
- AUM share
- 6.9%
- Avg. per client
- $598K
- Clients
- 92
- Regulatory AUM
- $178M
- AUM share
- 93.1%
- Avg. per client
- $1.93M
Total
- Clients
- 114
- Regulatory AUM
- $191M
- AUM share
- 100%
- Avg. per client
- $1.68M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Apex Wealth Management charges 0.55%–0.75% a year for its Investment Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning without wealth management services is a fixed fee from $500 to $5,000, which may be negotiable.
Derek Deangelis owns 75% or more of Apex Wealth Management. The leadership team of Apex Wealth Management includes President Derek Deangelis and Chief Compliance Officer Christine Keller. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Apex Wealth Management, LLC
Derek Deangelis
Control person · since October 2021
Apex Wealth Management’s regulatory assets grew 1.8× from $107M (March 2022) to $191M (February 2026); clients rose from 83 to 114 and employees from 1 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $191M | 114 | 2 | 1 |
| Feb 2025February 2025 | $170M | 111 | 2 | 1 |
| Jan 2024January 2024 | $138M | 94 | 2 | 1 |
| Feb 2023February 2023 | $122M | 89 | 3 | 1 |
| Mar 2022March 2022 | $107M | 83 | 1 | 1 |
Besides its headquarters, Apex Wealth Management has 0 offices, with 1 listed address in 1 state.
New Hampshire · 1 listed address
- 1 Hardy RD, #400, BedfordHQ
Contact and registration details
- Legal name
- Apex Wealth Management, LLC
- Headquarters
- 1 Hardy RD, #400, Bedford, NH 03110
- Website
- apexwealthnh.com
- Phone
- 603-488-2475
- SEC file
- 801-122628
- Structure
- New Hampshire LLC
- Fiscal year end
- December
Apex Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($110M, 58%) and Fidelity ($81.2M, 42%). Apex Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $110M58%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $81.2M42%
At year end, Apex Wealth Management’s separately managed accounts were mostly in stocks (77%) and funds (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $164M across 63 positions; the largest are iShares TR (6.6%), Schwab Strategic TR (6.6%) and Vanguard Index Fds (6.2%).
What the accounts hold
- Stocks77%
- Funds18%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash2%
How many clients does Apex Wealth Management have?
Apex Wealth Management has 114 clients and manages $191 million for them, as of February 2026. They include 92 high-net-worth individuals and 22 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 February 2026
What services does Apex Wealth Management offer?
Apex Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Apex Wealth Management charge?
Apex Wealth Management charges 0.55%–0.75% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Which custodians does Apex Wealth Management use?
Apex Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $110M and Fidelity Brokerage Services LLC (Smithfield, RI), with $81.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 February 2026
How many financial advisors does Apex Wealth Management have?
Apex Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Apex Wealth Management invest in?
At the end of its last fiscal year, Apex Wealth Management’s separately managed accounts held 77% exchange-traded equities, 18% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Apex Wealth Management?
Apex Wealth Management’s direct owner is Derek Deangelis (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 February 2026
How does Apex Wealth Management get paid?
Apex Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Apex Wealth Management?
Apex Wealth Management’s main office is at 1 Hardy RD, #400, Bedford, NH 03110. Its phone number is 603-488-2475. Its website is apexwealthnh.com.