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Ap Wealth Management, LLC

● SEC registered since 2016CRD 156417SEC# 801-107514Augusta, GA
Export (members)
Reg. AUM
$339.6M
Employees
7
Accounts
948
Location
Augusta, GA

Ap Wealth Management, LLC assets under management

Ap Wealth Management, LLC is an investment advisory firm registered with the SEC based in Augusta, GA. The firm has been registered since 2016. It reports $339.6 million in regulatory assets under management and employs 7 people.

Ap Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Clayton Rolf Quamme ControlMember25-50%2021
Eugene Francis McManus ControlMember25-50%2011
Thomas M O'Gorman ControlManaging Member25-50%2024
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Frequently asked questions

How much does Ap Wealth Management, LLC manage?

Ap Wealth Management, LLC reports $339.6 million in regulatory assets under management on its Form ADV.

How many employees does Ap Wealth Management, LLC have?

Ap Wealth Management, LLC reports 7 employees.

Where is Ap Wealth Management, LLC located?

Ap Wealth Management, LLC is based in Augusta, GA and has been SEC-registered since 2016.

Does Ap Wealth Management, LLC disclose fund performance?

Ap Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1100 Frazier Drive, Augusta, GA 30909
Phone706-364-4281
Office hours9a.m. - 5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$326.7M
Non-discretionary$12.9M
Total (RAUM)$339.6M