Ap Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Augusta, GA. Its latest Form ADV filing, dated March 12, 2026, reports $340M in regulatory assets under management, 7 employees, and 948 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.4% of total clients.
Top client categories% of clientsClients
1
HNWI
48.4%
137
2
Individuals
46.6%
132
3
Pension Plans
2.8%
8
4
Charitable
2.1%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$340Mas of March 12, 2026
Discretionary96.2%
$327M
96% of total RAUM96.2%
Non-discretionary3.8%
$13M
4% of total RAUM3.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$340M
Total Accounts948
10Y AUM Change+$233M (+219.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee40:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.