AP WEALTH MANAGEMENT

Legal name: AP WEALTH MANAGEMENT, LLC

CRD 156417File 801-107514

APPROVED

Retail clients

Custody

Filing as of Jul 9, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$339.6M

Below cohort median (national)

Discretionary AUM

$326.7M

Non-discretionary $12.9M

Clients

283

948 accounts

Employees

Below cohort median in GA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Mar 28, 2016
Principal office: 1100 FRAZIER DRIVE, AUGUSTA, GA, 30909
Phone: 706-364-4281
Website: HTTPS://WWW.INSTAGRAM.COM/APWEALTHMGMT/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $339.6M
Discretionary AUM: $326.7M
Non-discretionary AUM: $12.9M
Discretionary accounts: 928
Non-discretionary accounts: 20
Total accounts: 948
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	6	$7.2M
High net worth individuals	137	$303.4M
Pension and profit sharing plans	8	$3.4M
Individuals (other than high net worth individuals)	132	$25.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.