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Building 2APEX WEALTH MANAGEMENT, LLC

Map pinBEDFORD, NH
Phone603-488-2475
NotebookSEC #801-122628
Total AUM
$191.1M
Employees
2
Clients
114

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 HARDY RD
#400
BEDFORD
NH 03110
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
603-488-2475

ReceiptFinancials

Total AUM
$191.1M
Accounts
271
Discretionary
$191.1M
Accounts
271
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
22
AUM
$13.2M
HNW Individual Clients
92
AUM
$177.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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