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AP WEALTH MANAGEMENT
1100 Frazier Drive
Augusta, Georgia 30909
Tel: 706-364-4281
About AP WEALTH MANAGEMENT
AP WEALTH MANAGEMENT, formally registered with the SEC as AP WEALTH MANAGEMENT. The firm was established in 03/28/2016. They have over 2 offices throughout the country.
AP WEALTH MANAGEMENT is a Augusta, Georgia based Financial Planning firm with nearly $294,000,868 assets under management, offering retirement planning & investment advisory services to 294 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156417 |
| SEC# | 801-107514 |
| Assets Managed by Firm | $294,000,868 |
| No. of Clients | 294 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 294 | $294,000,868 |
| Individuals (other than high net worth individuals) | 184 | $54,627,507 |
| High net worth individuals | 93 | $217,747,475 |
| Pension and profit sharing plans | 8 | $2,497,127 |
| Charitable organizations | 7 | $11,739,502 |
| Corporations or other businesses | 2 | $7,389,257 |
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