Apex Wealth Management, LLC
Apex Wealth Management, LLC is an SEC-registered investment adviser headquartered in Bedford, New Hampshire. Founded in 2021, the firm manages investment portfolios primarily for individuals, including high net worth individuals. The company has 2 employees, both of whom are investment professionals, and serves over 230 client accounts. Apex Wealth Management is structured as a boutique advisory firm, focused on delivering personalized wealth management and fiduciary advice.
Investment Strategy
Apex Wealth Management, LLC provides discretionary portfolio management for individuals, with a majority focus on high net worth clients. The firm builds customized investment portfolios based on each client's goals, risk tolerance, and time horizon. Their strategy emphasizes long-term diversification and risk management, incorporating a range of public securities and a holistic approach designed to meet specific financial objectives. Apex Wealth Management operates as a fiduciary, offering unbiased advice without selling proprietary products or earning commissions.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 7.61% | $9.5M | 324,839 | $27.87 | $29.21 | -$1.9M |
I IVV | ISHARES TR | 7.28% | $9.1M | 14,612 | $596.48 | $620.90 | +$2.9M |
S SHV | ISHARES TR | 6.98% | $8.7M | 78,832 | $110.39 | $110.42 | -$3.6M |
B BND | VANGUARD BD INDEX FDS | 6.23% | $7.8M | 105,441 | $73.63 | $73.63 | +$7.8M |
J JMST | J P MORGAN EXCHANGE TRADED F | 5.34% | $6.7M | 130,647 | $50.79 | $50.92 | +$34.7K |