Apex Wealth Management, LLC

**Apex Wealth Management, LLC Summary:** Established in September 2021, Apex Wealth Management, LLC (AWM) is a registered investment advisor based in Bedford, NH. AWM specializes in offering investment advisory services to individuals and high net worth individuals, acting as a fiduciary to uphold a duty of loyalty, fairness, and good faith towards each client. The firm provides wealth management services, including comprehensive financial planning and consulting, as well as investment management services through personalized portfolio strategies utilizing ETFs, individual stocks, and mutual funds. **Key Consumer-Facing Terms:** - **Minimum Initial Investment:** Generally $500,000, subject to discretion. - **Fee Structure:** Annual investment advisory fees range from 0.55% to 0.75%, based on assets under management. - **Fiduciary:** AWM serves as a fiduciary, acting in the best interests of clients. - **Investment Discretion:** AWM generally has discretion over the selection and amount of securities in client accounts. - **Custody:** AWM does not accept or maintain custody of client accounts, except for the deduction of advisory fees. **Advisory Business Description:** AWM primarily employs fundamental analysis for investment strategies, focusing on economic and business indicators. The firm's investment strategy is long-term focused, with the ability to buy, sell, or reallocate positions based on client objectives or market conditions. AWM offers financial planning services, with recommendations tailored to each client's financial goals and objectives. For more detailed information, clients can contact AWM at (603) 488-2475 or visit their website at [www.apexwealthnh.com](http://www.apexwealthnh.com). This summary is based on the information provided in the Apex Wealth Management, LLC Form ADV Part 2A – Disclosure Brochure effective February 14, 2025.