A & P Wealth Management

Overview

A & P Wealth Management is a small, privately owned corporate RIA that focuses on portfolio management for individuals and small businesses. The firm serves both individual/family and institutional clients and charges a mix of percentage-of-AUM, hourly, and fixed fees. Investment activity centers on publicly traded pooled vehicles—mutual funds and other public funds are the largest single sleeve—while the firm supplements those core exposures with targeted allocations to alternatives such as hedge funds, private placements and real estate. A & P Wealth Management does not position itself as an ESG specialist, does not act as a pension consultant, and is not identified as a multi-state adviser. Manager selection emphasizes third‑party fund managers for alternative exposure alongside conventional mutual funds and corporate debt instruments. Given the client base and scale, the firm appears to blend ready-made mutual fund strategies for core beta and diversified passive/active exposures with selectively sourced alternative managers to pursue idiosyncratic returns or income enhancement.

Assets & Accounts

Investments & Alternatives

Location & Offices