Overview
Assets Under Management: $294 million
Headquarters: AUGUSTA, GA
High-Net-Worth Clients: 93
Average Client Assets: $2 million
Frequently Asked Questions
AP WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #156417), AP WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
AP WEALTH MANAGEMENT, LLC is headquartered in AUGUSTA, GA.
AP WEALTH MANAGEMENT, LLC serves 93 high-net-worth clients according to their SEC filing dated January 16, 2025. View client details ↓
According to their SEC Form ADV, AP WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
AP WEALTH MANAGEMENT, LLC manages $294 million in client assets according to their SEC filing dated January 16, 2025.
According to their SEC Form ADV, AP WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 93
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.06
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 294
Discretionary Accounts: 277
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 156417
Last Filing Date: 2025-01-16 00:00:00
Website: https://apwealth.com