# AP Wealth Management

AP Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 156417
- **SEC file number:** 801-107514
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/156417

## About

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.

## 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.

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Last updated: 2026-07-06T01:24:11.460Z

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