DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Amanpreet Singh Kohli

Aps Wealth Management, LLCmixed wealthMelville, NyIA-onlyIAPD 5110938
Feed of 09/14/2026
Also filed as Aman Singh Kohli
At current firm
0 y
since May 4, 2026
In the industry
14 y
since Sep 25, 2011 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
Wealth Management Associatereportedapspension.comfirm site, Sep 15, 2026
Years, as the firm states
20reportedapspension.com“Aman holds a Bachelor of Business Administration in Business Management and brings more than 20 years of experience in the financial services industry.”
Direct business phone
516-228-8444reportedapspension.comfirm site, Sep 15, 2026
Professional profile
apspension.com/aman-kohli.htm?profilelayoutmode=lightreportedapspension.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
Signals
  • Amanpreet Singh Kohli left Strategic Advisers Llc for Aps Wealth Management, Llc (registered 2026-05-04)
    Nov 12, 2025 · Advisor changed firm · fact
  • Amanpreet Singh Kohli left Northwestern Mutual Investment Services,Llc for Strategic Advisers Llc (registered 2025-05-08)
    Jun 28, 2024 · Advisor changed firm · fact
  • Amanpreet Singh Kohli left Capital Management Group for Northwestern Mutual Investment Services,Llc (registered 2022-03-10)
    Jan 5, 2022 · Advisor changed firm · fact
Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
Wealth manager with institutional or fund businessderived
Years in industry
14derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address