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Apt Wealth USA Pty Ltd

● SEC registered since 2026CRD 342273SEC# 801-136479Sydney, New South Wales
Export (members)
Reg. AUM
Employees
6
Accounts
Location
Sydney, New South Wales

Apt Wealth USA Pty Ltd assets under management

Apt Wealth USA Pty Ltd is an investment advisory firm registered with the SEC based in Sydney, New South Wales. The firm has been registered since 2026. It employs 6 people.

Apt Wealth USA Pty Ltd owners & executives

6 reported
NameTitleOwnershipSince
Andrew Thomas Dunbar ControlCeoUnder 5%2026
Apt Wealth Holdings ControlHolding CompanyOver 75%2026
John Steven Versace ControlDirectorUnder 5%2026
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Frequently asked questions

How many employees does Apt Wealth USA Pty Ltd have?

Apt Wealth USA Pty Ltd reports 6 employees.

Where is Apt Wealth USA Pty Ltd located?

Apt Wealth USA Pty Ltd is based in Sydney, New South Wales and has been SEC-registered since 2026.

Does Apt Wealth USA Pty Ltd disclose fund performance?

Apt Wealth USA Pty Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressLevel 12, 8 Spring Street, Sydney, New South Wales 2000
Phone+61 2 8262 4000
Fax61 3 8779 5262
Office hours9:00 a.m. - 5:00 p.m.
SEC regionHQ
Discloses disciplinary historyNo