Amanpreet Singh Kohli
Investment adviser representative at Aps Wealth Management, LLC
10 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
10 years in the industry.
- Aps Wealth Management, LLCApr 2026 to now
- Fidelity InvestmentsApr 2025 to Apr 2026
- UnemployedJun 2024 to Apr 2025
- John CalvertMar 2022 to Jun 2024
- Northwestern Mutual Investment Services LLCMar 2022 to Jun 2024
- Trapani and CalvertMar 2022 to Jun 2024
- John Calvert, NwmFeb 2022 to Jun 2024
- Capital Management Group of San DiegoDec 2021 to Jan 2022
- Northwestern Mutual Investment Services LLCJul 2021 to Nov 2021
- Northwestern Mutual Wealth Management CompanyJul 2021 to Nov 2021
- Acres Trading CompanyAug 2019 to Dec 2021
- Morgan StanleyMar 2016 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2016
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
- 5110938
- Firm CRD
- 298233