Data / Investment advisers / New York / Aps Wealth Management, LLC
Aps Wealth Management, LLC, Melville, NY: $312 million AUM, SEC registered investment adviser
Aps Wealth Management, LLC is an SEC registered investment adviser with its main office in Melville, New York and reports $312 million in regulatory assets under management in its Form ADV filed May 4, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 298233
- SEC file number
- 801-114000
- SEC status
- Approved, effective September 17, 2018
- Main office
- 1 Huntington Quadrangle Suite 3n03, Melville, NY 11747
- Phone
- (516) 228-8444
- Regulatory AUM
- $311,548,181 in the Form ADV filed May 4, 2026
- Discretionary AUM
- $153,940,459
- Non discretionary AUM
- $157,607,722
- Accounts
- 326
- Employees
- 9, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 4, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 90 | $188.8 million |
| High net worth individuals | 32 | $102.1 million |
| Individuals (other than high net worth individuals) | 51 | $18.1 million |
| Insurance companies | 7 | $2.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $311.5 million | March 17, 2026 |
| December 1, 2025 | $264.7 million | February 27, 2025 |
Other advisers in Melville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Frisch Financial Group, Inc. | Melville | $931.6 million | Not listed | adviserinfo.sec.gov |
| Compass Advisors | Melville | $767.5 million | Not listed | adviserinfo.sec.gov |
| Landmark Wealth Management, LLC | Melville | $442 million | Not listed | adviserinfo.sec.gov |
| Prospect Financial Services LLC | Melville | $431 million | Not listed | adviserinfo.sec.gov |
| Lantern Wealth Advisors, LLC | Melville | $319.9 million | Not listed | adviserinfo.sec.gov |
| Pelkonen and Associates LLC | Melville | $293.3 million | Not listed | adviserinfo.sec.gov |
| Accrued Equities Inc. | Melville | $271.8 million | Not listed | adviserinfo.sec.gov |
| Clear Point Advisors, Inc. | Melville | $253.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Melville, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Aps Wealth Management, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.