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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 $207,267,051 assets under management, offering retirement planning & investment advisory services to 726 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 156417 |
| SEC# | 801-107514 |
| Assets Managed by Firm | $207,267,051 |
| No. of Clients | 726 |
| No. of Advisors | 7 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 726 | $207,267,051 |
| Individuals (other than high net worth individuals) | 167 | $64,913,936 |
| High net worth individuals | 55 | $124,777,223 |
| Pension and profit sharing plans | 5 | $275,000 |
| Charitable organizations | 8 | $11,516,090 |
| Corporations or other businesses | 2 | $5,784,802 |
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