AP WEALTH MANAGEMENT (CRD# 156417) is an SEC-Registered Investment Advisor (RIA), headquartered in Augusta, GA. The SEC approved the firm to operate as an RIA in Mar 2016. In Aug 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $137.1 Million, and has discretion over 99% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
AP WEALTH MANAGEMENT also reported in Aug 2018:
  • 6 employees, with 3 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
AP WEALTH MANAGEMENT has no disclosure events reported to the SEC at this time.

View AP WEALTH MANAGEMENT's most recent Form ADV filing

AP WEALTH MANAGEMENT has Notice Filings with the following State Securities Authorities: GA-Mar 2016, SC-Mar 2016

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