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A••••••• P•••••••• S•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

A••••••• P•••••••• S•••••••••

APS MANAGEMENT GROUP, INC., CRD 284697

TORRANCE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1b7a0c7a-facc-db8c-1044-2ed76bbc4213

Data as of Mar 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 3
On other graphs: 0
Observed: Oct 16, 2023 to Mar 12, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.63 fund_share=0.0 institutional_share=0.35 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $217M••• Locked
Discretionary RAUM: $176M
Private client RAUM: $138Mderived••• Locked
Private client share: 63%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $24.2Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
D••••• R•• B••••••	n/a	TORRANCE, CA	9	22	1	no
G••• A••• M•••••	n/a	TORRANCE, CA	9	21

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••• D•••••• R••	PRESIDENT AND CCO	C	yes	04/2014	Oct 16, 2023	Dec 20, 2024
M•••••• G•••• A•••	CO-PRESIDENT	C	yes	04/2014	Oct 16, 2023	Dec 20, 2024

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
SANTA MONICA	CA	United States	2	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 12, 2026

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	2

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$217M	$159M	37.0%	n/a	n/a	6	6	1	1

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
M•• I•••••••• S•••••••• L••	2	Nov 10, 2016	Oct 31, 2016	LOS ANGELES, CA	Team lift out	Other	0.1%

Relationships

Registered with (11)

← E••• L••••• T•••Advisorregistration: current employment
Jul 10, 2025 to presentfactForm ADV
← B••••••• S••••• S•••••• C•••••••Advisorregistration: current employment
Mar 20, 2025 to presentfactForm ADV
← S••••• F•••Advisorregistration: current employment
Feb 17, 2023 to presentfactForm ADV
← T••••• S••••

Dated events

Occurred
Aug 15, 2025
Advisor changed firm
Gerwin De Haan left A••••••• P•••••••• S••••••••• for Burton Enright Welch (registered 2025-09-17)
Form ADVobserved 7 days ago
Occurred
Oct 16, 2023
First Form ADV filing
A••••••• P•••••••• S••••••••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago
Occurred
Oct 11, 2023
Advisor changed firm
Miho Hatori left A••••••• P•••••••• S••••••••• for App (registered 2025-01-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1b7a0c7a-facc-db8c-1044-2ed76bbc4213
First observed: Oct 16, 2023
Last observed: Mar 12, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.