Aps Wealth Management, Llc
- Regulatory AUM
- $312M
- Discretionary
- $154M
- Clients
- 180
- Avg AUM / client
- $1.7M
- Accounts
- 326
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of May 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 51 | $18.1M | 5.81% |
| High net worth individuals | 32 | $102M | 32.8% |
| Pension and profit sharing plans | 90 | $189M | 60.6% |
| Insurance companies | 7 | $2.5M | 0.8% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Western New York Teamsters 401(k) Plan Teamsters Local No. 264 | 2024 | |
| The Arnold Magnetic Technologies Corporation Employee Retirement Savings Plan Arnold Magnetic Technologies Corporation | 2024 | |
| High Falls Operating Co. Llc Hourly Employees 401(k) Plan High Falls Operating Company, Llc | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stephen Abramson | Managing Member | Chartered Financial Consultant | Sep 2018 (8y) | 50% – 75% |
| Steven John Musmanno | Managing Member And Chief Compliance Officer | Sep 2018 (8y) | 50% – 75% | |
| Mark Howard Phillips | Registered representative | Apr 2021 (5y) | ||
| Amanpreet Singh Kohli | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Western New York Teamsters 401(k) Plan | Teamsters Local No. 264 | 719 | $39.7M | 01/01/2024 |
| The Arnold Magnetic Technologies Corporation Employee Retirement Savings Plan | Arnold Magnetic Technologies Corporation | 360 | $28.9M | 01/01/2024 |
| High Falls Operating Co. Llc Hourly Employees 401(k) Plan | High Falls Operating Company, Llc | 322 | $16.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/04/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $168M (54% of AUM) May 2026
- Ascensus Trust Company $98.9M (32% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 04, 2026.
View current Form ADV (SEC/IAPD) ↗