AP Wealth Management

RIASEC RegisteredEst. 2016

Total AUM

$340M

Discretionary

$327M

96% of AUM

Avg account

$358K

Accounts

948

Employees

Advisory reps

Firm details

Headquarters: Augusta, Georgia
CRD number: 156417
Registered since: March 28, 2016
Website: www.apwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI89.35%
Individuals7.51%
Charitable Organizations2.13%
Pension & Profit Sharing Plans1.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

AP Wealth Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2016. The firm operates as a capital allocator for both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Fee arrangements include percentage-of-AUM charges as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multistate adviser.