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AP WEALTH MANAGEMENT

AUGUSTA, GA · CRD 156417 · IAPD ↗ · 706-364-4281

$339.6MRegulatory AUM
5Advisory reps
7Employees
5Clients
11-25Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
August 2026 — AP WEALTH MANAGEMENT now reports custody of client assets ($104.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
47
April 2026 — AP WEALTH MANAGEMENT notice-filed in FL, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.