APS WEALTH MANAGEMENT, LLC
C50
CRD 298233·SEC 801-114000·MELVILLE, NY
AUM
$311.5M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$935K
@ 30% margin
Est. Deal Value
$7.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $138.6M
'21 · $175.2M
'22 · $194.9M
'23 · $231.4M
'25 · $264.7M
'26 · $311.5M
'20'26
$138.6M → $311.5M▲ +125%
Client mix
| Pension Profit Sharing Plans | 90 |
| Individuals Other | 51 |
| Individuals High Net Worth | 32 |
| Insurance Companies | 7 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 4 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 5 advisors
'26 · 4 advisors
'20'26
4 advisors → 4 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited