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| Keyboard |
| AP Wealth Management LLC
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|---|---|
| CRD # | 156417 |
| SEC # | 801-107514 |
| CIK # | |
| AUM | 339.6 M (2026-03-12) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 706-364-4281 |
| Address | 1100 Frazier Drive Augusta, GA 30909 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 132 | 25.5 |
| (b) Individuals (high net worth individuals) | 137 | 303.4 |
| (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 | 3.4 |
| (h) Charitable organizations | 6 | 7.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 948 | 339.6 |
| By Discretionary | ||
| Discretionary | 928 | 326.7 |
| Non-Discretionary | 20 | 12.9 |
| Total | 948 | 339.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 339.6 | |
| Total | 948 | 339.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 5 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gunpowder Capital Management LLC
✚
|
MD | 340.4 M |
|
Post Resch Tallon Group Inc
✚
|
NY | 340.2 M |
|
Eltekon Advisors LLC
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|
TX | 340.0 M |
|
Quantum Portfolio Management LLC
✚
|
NY | 339.6 M |
|
Longview Asset Management LLC
✚
|
NM | 339.5 M |
|
Turning Point Benefit Group Inc
✚
|
MD | 339.4 M |
|
Cresap Inc
✚
|
PA | 339.0 M |
|
Amerity Wealth Management LLC
✚
|
FL | 338.8 M |
|
MDRN Capital LLC
✚
|
MD | 338.6 M |
|
Core Compliance Group LLC
✚
|
SC | 338.4 M |