# APT Wealth USA Pty Ltd

> APT Wealth USA Pty Ltd is an SEC-registered investment advisory firm in Melbourne Vic, Australia, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 342273
- Filed as: APT WEALTH USA PTY LTD
- Also doing business as: APT USA, APT WEALTH USA
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Melbourne Vic, Australia
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342273
- AdvisorCensus page: https://advisorcensus.com/firm/apt-wealth-usa-pty-ltd-melbourne-vic-342273

## Quick answers

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

**How much does APT Wealth USA Pty Ltd charge?**
Its Form ADV Part 2A brochure dated May 13, 2026 states: Flat fee: $6,600 to $20,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is APT Wealth USA Pty Ltd located?**
APT Wealth USA Pty Ltd's principal office is in Melbourne Vic, Australia, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is APT Wealth USA Pty Ltd registered with the SEC or a state?**
APT Wealth USA Pty Ltd is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 342273.

**How much does APT Wealth USA Pty Ltd manage?**
APT Wealth USA Pty Ltd reports $0 in regulatory assets under management in its Form ADV filing dated September 30, 2026.

**Does APT Wealth USA Pty Ltd 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/342273

**Does APT Wealth USA Pty Ltd state an account minimum?**
Its Form ADV Part 2A brochure dated May 13, 2026 says: "There is no account minimum for any of AWUPL’s services."

**What changed in APT Wealth USA Pty Ltd's recent Form ADV filings?**
In the October 2026 filing data: Added the business name APT Wealth USA. Added the business name APT USA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 13, 2026)

- Account minimum: None

> There is no account minimum for any of AWUPL’s services.

- Flat fee: $6,600 to $20,000 (creating client financial plans)

> The negotiated fixed rate for creating client financial plans is between $6,600 and $20,000.

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

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 6 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Sydney Nsw

### Websites listed on Form ADV (Item 1.I)
- [aptwealth.com.au](https://aptwealth.com.au)
- Facebook @aptwealth
- Instagram @aptwealth
- LinkedIn @apt-wealth-partners

## Changes in the filing (last 12 months)

### October 2026
- Added the business name APT Wealth USA.
- Added the business name APT USA.

### July 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. APT Wealth USA Pty Ltd (CRD 342273): Form ADV filing data as of October 2026.