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APT WEALTH USA PTY LTD
CRD 342273File 801-136479
APPROVED
Filing as of Jun 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$0
Bottom 25% of cohort (national)
Discretionary AUM
$0
Clients
0
0 accounts
Employees
6
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jun 17, 2026
- Principal office
- LEVEL 12, 8 SPRING STREET, SYDNEY, NEW SOUTH WALES, 2000
- Phone
- +61 2 8262 4000
- Website
- https://aptwealth.com.au/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $0
- Discretionary AUM
- $0
- Non-discretionary AUM
- $0
- Discretionary accounts
- 0
- Non-discretionary accounts
- 0
- Total accounts
- 0
- AUM per client
- —
Clients by type
ADV Item 5DNo client-type detail reported.
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | — | 0 |
| 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.