Derek Deangelis
Apex Wealth Management · Bedford, New Hampshire
Derek Deangelis is a fee-only financial advisor at Apex Wealth Management in Bedford, New Hampshire. Apex Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Apex Wealth Management |
|---|---|
| Based in | Bedford, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $191.1M across 271 accounts |
| SEC registration | Investment adviser representative in NH · CRD 4281585 |
| Exams passed | Series 63 (2000) · Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.apexwealthnh.com |
| Profile |
How Derek's firm compares
- Apex Wealth Management's average account is about $705,000, from its Form ADV (assets managed divided by 271 accounts).
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Questions about Derek
Is Derek Deangelis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derek holds no broker registration, and Apex Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Derek charge for financial advice?
Derek's firm, Apex Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Derek Deangelis based?
Derek Deangelis is based in Bedford, New Hampshire.
Is Derek Deangelis registered with the SEC?
Yes. Derek Deangelis is registered as an investment adviser representative in NH (CRD 4281585), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Apex Wealth Management manage?
Apex Wealth Management reports $191.1M across 271 accounts in assets under management.
How do I contact Derek Deangelis?
Through Derek's website, www.apexwealthnh.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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