APS WEALTH MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $311.5M |
| Discretionary | $153.9M49% of AUM |
| Non-Discretionary | $157.6M |
| Client Accounts | 326 |
| Avg Account Size | $956K |
| Employees | 9 |
| Peak AUM | $311.5MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $312M | +17.7% | +16.4% | +9.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $311.5M |
| Discretionary | $153.9M |
| Employees | 9 |
| Client Accounts | 326 |
Contact & Location
Address
1 HUNTINGTON QUADRANGLE
MELVILLE NY 11747
Phone
(516) 228-8444
Filing History
20 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$154M
49.4% of AUM
Non-Discretionary
$158M
50.6% of AUM
Disc. mix ▲ 2.7pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported