AP WEALTH MANAGEMENT, LLC

AP WEALTH MANAGEMENT
AUGUSTA, Georgia·5 registered advisors·CRD# 156417
SEC# 801-1075141706-364-4281
01

Firm Overview

AUM
$237M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at AP WEALTH MANAGEMENT, LLC

5 registered advisors
Clayton Rolf Quamme
AUGUSTA, Georgia
Eugene Francis Mcmanus
AUGUSTA, Georgia
John Parker Rhodes
AUGUSTA, Georgia
Thomas M O'gorman
AUGUSTA, Georgia
William Patrick Fair
AUGUSTA, Georgia
05

Office Locations

AUGUSTA, Georgia
5 advisors

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Data sourced from SEC Form ADV filings. AP WEALTH MANAGEMENT, LLC (CRD# 156417) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.