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AP WEALTH MANAGEMENT
AP WEALTH MANAGEMENT, LLC
CRD 156417 · SEC 801-107514
1100 FRAZIER DRIVE, AUGUSTA, GA, 30909, United States
Phone
706-364-4281
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$339.6M
Discretionary AUM
$326.7M
Team
7 total employees; 5 advisory reps; 5 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 132 | $25.5M |
| High net worth individuals | 137 | $303.4M |
| Pension/profit sharing plans | 8 | $3.4M |
| Charitable organizations | 6 | $7.2M |
States served
GA, NC, SC, TX, NH, FL
All web addresses on file
- HTTPS://WWW.INSTAGRAM.COM/APWEALTHMGMT/
- https://www.yelp.com/biz/ap-wealth-management-augusta
- HTTPS://WWW.YOUTUBE.COM/CHANNEL/UCLLXGNBMGQCC7ZFH9UJPVCQ/about
- HTTPS://TWITTER.COM/APWEALTH
- https://www.linkedin.com/company/apwealthmanagement
- HTTP://WWW.APWEALTH.COM
- https://www.facebook.com/APWealthManagement/
Official SEC filing: View on IAPD