Fee-only adviser · Bedford, NH
Apex Wealth Management, LLC
Apex Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Bedford, New Hampshire. On its latest Form ADV, filed February 11, 2026, it reports $191M in regulatory assets under management, 114 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 317091 · SEC file 801-122628 |
| Office | 1 Hardy RD #400 Bedford, NH 03110 |
| Phone | (603) 488-2475 |
| Website | www.apexwealthnh.com |
| Regulatory assets under management | $191M |
| Individual clients | 22 non-high-net-worth, 92 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 11, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Bedford
- The Harbor Group, Inc. $2.0B
- Brophy Wealth Management, LLC $533M
- Milestone Financial Planning, LLC $590M
- Sweeney Financial Advisors $403M
- Cohen Investment Advisors, LLC $259M
- Aurelius Family Office, LLC $315M
See all 12 fee-only advisers in Bedford →
Nearby
- Manchester 3 firms
- Amherst 1 firm
- Nashua 3 firms
- Hollis 1 firm
- Derry 1 firm
- Windham 4 firms
- Salem 2 firms
- Tyngsboro 2 firms
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