Apex Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Apex Wealth Management serves individual and high‑net‑worth clients with discretionary portfolio management, comprehensive wealth management and financial planning. The firm constructs customized investment portfolios—typically using ETFs and, when appropriate, individual stocks or mutual funds—and provides advice on retirement accounts and related transactions.
AWM’s investment approach emphasizes fundamental analysis and a generally long‑term orientation, with portfolio construction and asset allocation tailored to each client’s goals, time horizon and risk tolerance. The firm may allocate tactical sleeves to unaffiliated independent managers, retain legacy holdings for tax or fit reasons, and allows clients to place reasonable restrictions on investments.
What is distinctive about Apex is its small, two‑advisor model managing roughly $191 million for about 114 clients, resulting in a relatively high assets‑per‑client relationship for a firm of its size. The firm also combines advisory and compliance roles internally and includes a CFP on staff who concurrently performs mortgage origination (approximately 7% of her time and who receives mortgage commissions), and it participates in institutional platforms at Schwab and Fidelity that provide platform services and benefits to the advisor.
Client services
Expertise
Fee options
Financial planning services offered for fixed fees ranging from $500 to $5,000
$500,000 - $1,000,000: 0.75% annually $1,000,000 - $2,000,000: 0.65% annually $2,000,000+: 0.55% annually
Account minimum: $500,000 (may be reduced at the sole discretion of the Advisor) Fee-only: Investment advisory fees based on blended tiered schedule from 0.55% to 0.75% annually; Fixed financial planning fees ranging from $500 to $5,000
Main office
1 Hardy Rd, #400
Bedford NH 03110
Advisors at this office
2
Most active in
Massachusetts · New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Derek D
Series 63, Series 66
Bedford, NH
Apex Wealth Management, LLC
Derek Deangelis is a financial advisor at Apex Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Apex Wealth Management since 2021, following a seven-year tenure at Peak Wealth Management, LLC. Apex Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, comprehensive wealth management, and financial planning. The firm emphasizes fundamental analysis and a long-term investment approach, tailoring portfolios to clients’ goals, time horizons, and risk tolerance.
Christine K
CFP®, Series 63, Series 65, Series 66
Bedford, NH
Apex Wealth Management, LLC
Christine Keller is a CFP®-certified financial advisor at Apex Wealth Management, LLC with four years of industry experience. Her background includes roles at several mortgage firms, and she currently works as a loan officer assisting clients with mortgage loan options. Apex Wealth Management serves individual and high-net-worth clients with customized portfolio management and comprehensive financial planning. The firm emphasizes fundamental analysis and a long-term approach, tailoring portfolios to clients’ goals, risk tolerance, and time horizons.
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