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The fee is billed in arrears and is negotiable.","source":"AWM DISCLOSURE BROCHURE, filed 11 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Apex Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Apex Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Apex Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Apex Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Apex Wealth Management get paid?","answer":"Apex Wealth Management is paid through a percentage of assets under management and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}