APS WEALTH MANAGEMENT, LLC
Adviser information for APS WEALTH MANAGEMENT, LLC last updated from Form ADV on February 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 193 | $98.5M |
| Non-Discretionary | 93 | $133.8M |
| Total | 286 | $232.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 50 | $17.4M |
| HNW Individuals | 24 | $49.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 121 | $163.2M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $1.9M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-114000 |
|---|---|
| SEC ERA File Number | 801-114000 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 298233 |
| Legal Entity Identifier | None |
Principal Office
1 HUNTINGTON QUADRANGLESUITE 3N03
MELVILLE
NY
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: (516) 228-8444, Fax: (516) 228-8457
Websites
Chief Compliance Officer
STEVEN J. MUSMANNO
CHIEF INVESTMENT OFFICER
1 HUNTINGTON QUADRANGLE
SUITE 3N03
MELVILLE
NY
United States
Tel:
516-228-8444
S********@*************M
(Full email address available in API data)
Industry Affiliates
| APS PENSION AND FINANCIAL SERVICES, INC. | Pension consultant |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MUSMANNO, STEVEN, JOHN | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 09/2018 | 50-75% |
| ABRAMSON, STEPHEN | Individual | – | MANAGING MEMBER | 09/2018 | 50-75% |