AP WEALTH MANAGEMENT

Overview

AP Wealth Management is an independent, owner‑run registered investment adviser that acts both as a portfolio manager and as a capital allocator for individual, family and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses and larger business or institutional accounts, and it also selects and oversees third‑party advisers when appropriate. Compensation is flexible and includes percentage‑of‑AUM billing alongside hourly and fixed‑fee arrangements. Investment implementation leans toward pooled public vehicles: mutual funds account for the largest single share of client assets. The firm manages predominantly discretionary mandates, indicating it often has authority to execute on client plans without client‑by‑client approval. AP Wealth Management is not registered as an active ESG investor, and its regulatory profile shows it has been operating since 2016.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices