Apex Wealth Management, LLC

Business address
1 Hardy Rd, #400, Bedford, NH, 03110
Top securities (13F)
SCHG, IVV, SHV, JMST, BND, VUG, VTI, BINC, TSLA, ILCV, SCHV, FBND, AMZN, FDEV, SUB, STIP, AAPL, EEM, MSFT, and VLUE
State of incorporation
NH
Fiscal year end
31 December
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Apex Wealth Management, LLC has filed 5 SEC EDGAR filings since 14 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 23 Oct 2025 30 Sep 2025 028-25153
N-PX Open Document Open Filing 18 Aug 2025 30 Jun 2025 028-25153
13F-HR Open Document Open Filing 08 Aug 2025 30 Jun 2025 028-25153
13F-HR Open Document Open Filing 29 Apr 2025 31 Mar 2025 028-25153
13F-HR Open Document Open Filing 14 Feb 2025 31 Dec 2024 028-25153