Mark Howard Phillips
Investment adviser representative at Aps Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
$311.5MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Aps Wealth Management, LLCOct 2018 to now
- Aps Investment Management, LLCDec 2013 to now
- AXA Advisors, LLCDec 2012 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (NY).
Aps Wealth Management, LLC
$311.5MAssets managed
180Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4428272
- Firm CRD
- 298233