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AP Wealth Management
AP WEALTH MANAGEMENT is an SEC-registered investment adviser in AUGUSTA, GA, registered since 2016. The firm manages $340 million in assets, with $327 million...
AP Wealth Management
AP WEALTH MANAGEMENT is an SEC-registered investment adviser in AUGUSTA, GA, registered since 2016. The firm manages $340 million in assets, with $327 million on a discretionary basis. It has 7 employees and 5 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at AP Wealth Management?
The firm does not publicly disclose the names of its investment professionals. Decision-making is managed internally by a team of advisors, though no specific individuals are identified in public records.
How does AP Wealth Management source proprietary deal flow?
As a multi-family office, AP Wealth Management leverages relationships with investment banks, private equity firms, and other family offices to access co-investment opportunities. The firm also participates in club deals and sponsored fund vehicles.
Is AP Wealth Management structured as a single family office or does it operate more like an asset manager?
AP Wealth Management is structured as a multi-family office, serving multiple families rather than a single wealth source. This allows it to offer institutional-caliber investment management and planning services across a shared platform.
What investment stages does AP Wealth Management typically target?
The firm targets a range of stages, from growth equity to late-stage private investments and public securities. It also allocates to hedge funds and real assets, favoring lower-volatility strategies consistent with wealth preservation.
Which sectors does AP Wealth Management explicitly avoid?
Publicly available sources do not specify sectors the firm avoids. Its investment scope appears broad across traditional and alternative asset classes.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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