Derek
Deangelis
Apex Wealth Management, LLC
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About this Advisor
Derek Deangelis is a financial advisor who works in Bedford, New Hampshire with a total of 2 years of relevant experience. Deangelis works at Apex Wealth Management, LLC. Throughout their career, they have worked at Fidelity Brokerage Services, LLC, Peak Wealth Management, LLC and Apex Wealth Management, LLC. Deangelis has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to advise clients in New Hampshire. Apex Wealth Management, LLC is a business that has its headquarters in Bedford, NH. It controls $122 million in assets under management among its 219 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 219 customer accounts, 72% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically depend on the type of services offered. Fee types charged by Apex Wealth Management, LLC most likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Apex Wealth Management, LLC Brokerage Details
$122,027,570
3
219
$557,204
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Derek Deangelis Work History
Derek has been registered as a financial advisor for 2 years.*
Apex Wealth Management, LLC
Peak Wealth Management, LLC
Fidelity Brokerage Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Derek Deangelis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Apex Wealth Management, LLC
Bedford, NH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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