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Apex Wealth Management, LLC

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Client assets under management

$191,060,986

Clients

114

81% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

57

Typical

Average account size

$1,675,974

About

Apex Wealth Management serves individual and high‑net‑worth clients with discretionary portfolio management, comprehensive wealth management and financial planning. The firm constructs customized investment portfolios—typically using ETFs and, when appropriate, individual stocks or mutual funds—and provides advice on retirement accounts and related transactions.

AWM’s investment approach emphasizes fundamental analysis and a generally long‑term orientation, with portfolio construction and asset allocation tailored to each client’s goals, time horizon and risk tolerance. The firm may allocate tactical sleeves to unaffiliated independent managers, retain legacy holdings for tax or fit reasons, and allows clients to place reasonable restrictions on investments.

What is distinctive about Apex is its small, two‑advisor model managing roughly $191 million for about 114 clients, resulting in a relatively high assets‑per‑client relationship for a firm of its size. The firm also combines advisory and compliance roles internally and includes a CFP on staff who concurrently performs mortgage origination (approximately 7% of her time and who receives mortgage commissions), and it participates in institutional platforms at Schwab and Fidelity that provide platform services and benefits to the advisor.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning General tax planning Wealth management Passive / index investing

Fee options

Fixed

Financial planning services offered for fixed fees ranging from $500 to $5,000

Percentage

$500,000 - $1,000,000: 0.75% annually $1,000,000 - $2,000,000: 0.65% annually $2,000,000+: 0.55% annually

Other

Account minimum: $500,000 (may be reduced at the sole discretion of the Advisor) Fee-only: Investment advisory fees based on blended tiered schedule from 0.55% to 0.75% annually; Fixed financial planning fees ranging from $500 to $5,000

Main office location

Apex Wealth Management, LLC

1 Hardy Rd, #400

Bedford NH 03110, United States

Number of offices

1

Most active in

More info

Massachusetts · New Hampshire

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 603-488-2475

Advisors at this firm

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Derek D

Series 63, Series 66

Bedford, NH

Apex Wealth Management, LLC

Derek Deangelis is a financial advisor at Apex Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Apex Wealth Management since 2021, following a seven-year tenure at Peak Wealth Management, LLC. Apex Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, comprehensive wealth management, and financial planning. The firm emphasizes fundamental analysis and a long-term investment approach, tailoring portfolios to clients’ goals, time horizons, and risk tolerance.

General retirement planning General tax planning Wealth management Passive / index investing
user avatar

Christine K

CFP®, Series 63, Series 65, Series 66

Bedford, NH

Apex Wealth Management, LLC

Christine Keller is a financial advisor at Apex Wealth Management, LLC with four years of industry experience. She holds the CFP® designation and Series 63, 65, and 66 licenses. Prior to joining Apex Wealth Management, she worked in mortgage lending at several firms, including Annie Mac Mortgage, where she currently assists clients in determining suitable mortgage loan options. Apex Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive wealth management, and financial planning. The firm focuses on customized investment portfolios with a long-term orientation, tailoring asset allocation to clients’ goals, time horizons, and risk tolerance.

General retirement planning General tax planning Wealth management Passive / index investing
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