AP WEALTH MANAGEMENT, LLC
Doing business as AP WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$339,554,592
Discretionary
$326,669,092
Non-discretionary
$12,885,500
Firm details
- CRD number
- 156417
- SEC file number
- 801-107514
- Main office
- AUGUSTA, GA, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.