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| Happy Holidays!! thanks for using AUM13F!! |
| AP Wealth Management LLC
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| CRD # | 156417 |
| SEC # | 801-107514 |
| CIK # | |
| AUM | $294.0 M (2025-01-16) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 706-364-4281 |
| Address | 1100 Frazier Drive Augusta, GA 30909 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 184 | 54.6 |
| (b) Individuals (high net worth individuals) | 93 | 217.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 2.5 |
| (h) Charitable organizations | 7 | 11.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 7.4 |
| (n) Other | 0 | 0.0 |
| Total | 294 | 294.0 |
| By Discretionary | ||
| Discretionary | 277 | 283.7 |
| Non-Discretionary | 17 | 10.3 |
| Total | 294 | 294.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 294.0 | |
| Total | 294 | 294.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
VCI Wealth Management LLC
✚
|
MO | 0.3 |
|
Molly B Investment Group LLC
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|
GA | 0.3 |
|
Trail Ridge Investment Advisors LLC
✚
|
CO | 0.3 |
|
TJT Capital Group LLC
✚
|
CT | 0.3 |
|
Upstart Wealth Management LLC
✚
|
0.3 | |
|
Monhegan Capital Management LLC
✚
|
0.3 | |
|
Personal Financial Profiles Inc
✚
|
FL | 0.3 |
|
Choice Wealth Advisors LLC
✚
|
ME | 0.3 |
|
NWM Advisors LLC
✚
|
CA | 0.3 |
|
Centerline Wealth Advisors LLC
✚
|
KY | 0.3 |