# AP Wealth Management

> AP Wealth Management is an SEC-registered investment advisory firm in Augusta, GA, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 9, 2026.

- CRD: 156417
- Filed as: AP WEALTH MANAGEMENT
- Legal name: AP Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Augusta, GA
- Filing period: October 2026
- Form ADV filing dated: July 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156417
- AdvisorCensus page: https://advisorcensus.com/firm/ap-wealth-management-augusta-ga-156417

## Quick answers

**How is AP Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), AP Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does AP Wealth Management charge?**
Its Form ADV Part 2A brochure dated March 12, 2026 states: Asset-based fee: up to 1.45% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is AP Wealth Management located?**
AP Wealth Management's principal office is in Augusta, GA, according to its Form ADV.

**Is AP Wealth Management registered with the SEC or a state?**
AP Wealth Management is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 156417.

**How much does AP Wealth Management manage?**
AP Wealth Management reports $339,554,592 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (96% discretionary).

**How have AP Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for AP Wealth Management: Regulatory assets under management: $174,336,180 in the October 2021 data and $339,554,592 in the October 2026 data, up 95%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does AP Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (137); individuals (other than high net worth individuals) (132); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Which custodians does AP Wealth Management use?**
AP Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does AP Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156417

**Does AP Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "The minimum investment relationship is $1,000,000 in assets. Exceptions to this minimum may be made on a case by case basis."

**What changed in AP Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $294,000,868 to $339,554,592 (+15%). No longer lists an office in Columbia, SC. Registered or notice-filed in FL, NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Asset-based fee: up to 1.45% of assets a year (the maximum the brochure states)

> Investment advisory fees will not exceed 1.45% of the assets under advisement annually and are based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the advisor.

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The minimum investment relationship is $1,000,000 in assets. Exceptions to this minimum may be made on a case by case basis.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $339,554,592
- Discretionary: $326,669,092
- Non-discretionary: $12,885,500

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 132 | $25,508,989 |
| High net worth individuals | 137 | $303,376,359 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $3,442,455 |
| Charitable organizations | 6 | $7,226,789 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, NH, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- apwealth.com
- yelp.com/biz/ap-wealth-management-augusta
- Facebook @APWealthManagement
- Instagram @APWEALTHMGMT
- LinkedIn @apwealthmanagement
- X @APWEALTH
- YouTube @UCLLXGNBMGQCC7ZFH9UJPVCQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $174,336,180 | 7 | August 19, 2021 |
| October 2022 | $214,163,408 | 7 | March 1, 2022 |
| October 2023 | $207,267,051 | 7 | March 21, 2023 |
| October 2024 | $236,896,731 | 6 | January 16, 2024 |
| October 2025 | $294,000,868 | 6 | January 16, 2025 |
| October 2026 | $339,554,592 | 7 | July 9, 2026 |

Regulatory assets under management: $174,336,180 in the October 2021 data and $339,554,592 in the October 2026 data, up 95%.
Total employees: 7 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $294,000,868 to $339,554,592 (+15%).
- No longer lists an office in Columbia, SC.
- Registered or notice-filed in FL, NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. AP Wealth Management (CRD 156417): Form ADV filing data as of October 2026.