Aps Wealth Management, LLC
Flat / fixed fees in Melville, NY
SEC registeredNo commissions reported
Public-record details
- Address
- 1 Huntington Quadrangle, Suite 3n03, Melville, NY 11747
- Phone
- (516) 228-8444
- Listed under
- Flat / fixed fees, % of assets managed, Retirement plan consulting
- CRD number
- 298233
- Registration
- SEC registered since 2018-09-17
- Compensation (Form ADV 5.E)
- Percentage of assets under management; Fixed fees
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
- Regulatory assets under management
- $311.5 million
- Accounts managed
- 326
- Clients reported (Form ADV 5.D)
- 180
- Individual / high-net-worth clients
- 51 / 32
- Employees
- 9
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-05-04
Read the official record
- SEC IAPD summary for CRD 298233 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
Other advisers in Melville
Biggin, INC.State registeredNo commissions reportedClear Point Advisors, INC.SEC registeredNo commissions reportedCompass AdvisorsSEC registeredNo commissions reportedCoordinated Planning Group, INC.State registeredNo commissions reportedExcelsiorState registeredNo commissions reportedExcomp Asset Management LTDSEC registeredNo commissions reportedFinancial Planning Analysts, LLCState registeredNo commissions reportedFour Corners FinancialSEC registeredNo commissions reported