Aps Wealth Management, LLC

CRD 298233 · Melville, NY · $311.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 298233
SEC number: 801-114000
Firm type: RIA
Assets under management: $311.5M as of May 4, 2026
Website: www.linkedin.com/company/aps-pension-and-financial-service ↗
Phone: (516) 228-8444
Address: 1 Huntington Quadrangle, Melville, NY, 11747

Advisors at this firm

4 in our index · page 1 of 1

Stephen AbramsonCRD 854692 · Melville, NY

IA RegisteredRegistration inactive
Amanpreet Singh KohliCRD 5110938 · Melville, NY

IA RegisteredRegistration inactive
Steven John MusmannoCRD 2944238 · Melville, NY

IA RegisteredRegistration inactive

Disclosure event(s) on record
Mark Howard PhillipsCRD 4428272 · Melville, NY

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 298233 ↗ FINRA BrokerCheck record for firm CRD 298233 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.