AP WEALTH MANAGEMENT, LLC
Legal name: AP WEALTH MANAGEMENT
CRD #156417 SEC #801-107514 AUGUSTA, GA 706-364-4281
SEC Registered
Total AUM
$294M
Discretionary
$283.7M
Employees
6
Clients
25
Accounts
294
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $294M | $283.7M | $10.3M | 6 | 5 |
| Jan 2024 | $236.9M | $230.1M | $6.8M | 6 | 5 |
| Mar 2023 | $207.3M | $202.5M | $4.7M | 7 | 0 |
| Mar 2023 | $207.3M | $202.5M | $4.7M | 7 | 0 |
| Mar 2022 | $214.2M | $210.2M | $3.9M | 7 | 0 |
| Aug 2021 | $174.3M | $169.9M | $4.4M | 7 | 0 |
| Aug 2021 | $174.3M | $169.9M | $4.4M | 7 | 0 |
| Mar 2021 | $174.3M | $169.9M | $4.4M | 7 | 0 |
| Jun 2020 | $155M | $151.7M | $3.3M | 7 | 0 |
| Jun 2020 | $155M | $151.7M | $3.3M | 7 | 0 |
| Feb 2020 | $155M | $151.7M | $3.3M | 7 | 0 |
| Apr 2019 | $132.2M | $129.2M | $3M | 6 | 0 |
| Mar 2019 | $132.2M | $129.2M | $3M | 5 | 0 |
| Aug 2018 | $137.1M | $135.5M | $1.6M | 6 | 1 |
| Mar 2018 | $137.1M | $135.5M | $1.6M | 7 | 1 |
| Mar 2018 | $137.1M | $135.5M | $1.6M | 7 | 1 |
| Jun 2017 | $106.4M | $102.9M | $3.5M | 7 | 150 |
| Mar 2017 | $106.4M | $102.9M | $3.5M | 7 | 150 |
| Mar 2016 | $89.9M | $85.8M | $4.1M | 5 | 150 |
| Mar 2012 | $43.2M | $43.2M | $0 | 6 | 26 |
| Jan 2012 | $43.2M | $43.2M | $0 | 6 | 26 |
| Jan 2012 | $43.2M | $43.2M | $0 | 6 | 26 |
| May 2011 | $46.7M | $46.7M | $0 | 10 | -- |
| May 2011 | $46.7M | $46.7M | $0 | 10 | -- |
| Feb 2011 | $42.8M | $42.8M | $0 | 10 | -- |
DateJan 2025
Total AUM$294M
Discretionary$283.7M
Non-Disc.$10.3M
Employees6
Clients5
DateJan 2024
Total AUM$236.9M
Discretionary$230.1M
Non-Disc.$6.8M
Employees6
Clients5
DateMar 2023
Total AUM$207.3M
Discretionary$202.5M
Non-Disc.$4.7M
Employees7
Clients0
DateMar 2023
Total AUM$207.3M
Discretionary$202.5M
Non-Disc.$4.7M
Employees7
Clients0
DateMar 2022
Total AUM$214.2M
Discretionary$210.2M
Non-Disc.$3.9M
Employees7
Clients0
DateAug 2021
Total AUM$174.3M
Discretionary$169.9M
Non-Disc.$4.4M
Employees7
Clients0
DateAug 2021
Total AUM$174.3M
Discretionary$169.9M
Non-Disc.$4.4M
Employees7
Clients0
DateMar 2021
Total AUM$174.3M
Discretionary$169.9M
Non-Disc.$4.4M
Employees7
Clients0
DateJun 2020
Total AUM$155M
Discretionary$151.7M
Non-Disc.$3.3M
Employees7
Clients0
DateJun 2020
Total AUM$155M
Discretionary$151.7M
Non-Disc.$3.3M
Employees7
Clients0
DateFeb 2020
Total AUM$155M
Discretionary$151.7M
Non-Disc.$3.3M
Employees7
Clients0
DateApr 2019
Total AUM$132.2M
Discretionary$129.2M
Non-Disc.$3M
Employees6
Clients0
DateMar 2019
Total AUM$132.2M
Discretionary$129.2M
Non-Disc.$3M
Employees5
Clients0
DateAug 2018
Total AUM$137.1M
Discretionary$135.5M
Non-Disc.$1.6M
Employees6
Clients1
DateMar 2018
Total AUM$137.1M
Discretionary$135.5M
Non-Disc.$1.6M
Employees7
Clients1
DateMar 2018
Total AUM$137.1M
Discretionary$135.5M
Non-Disc.$1.6M
Employees7
Clients1
DateJun 2017
Total AUM$106.4M
Discretionary$102.9M
Non-Disc.$3.5M
Employees7
Clients150
DateMar 2017
Total AUM$106.4M
Discretionary$102.9M
Non-Disc.$3.5M
Employees7
Clients150
DateMar 2016
Total AUM$89.9M
Discretionary$85.8M
Non-Disc.$4.1M
Employees5
Clients150
DateMar 2012
Total AUM$43.2M
Discretionary$43.2M
Non-Disc.$0
Employees6
Clients26
DateJan 2012
Total AUM$43.2M
Discretionary$43.2M
Non-Disc.$0
Employees6
Clients26
DateJan 2012
Total AUM$43.2M
Discretionary$43.2M
Non-Disc.$0
Employees6
Clients26
DateMay 2011
Total AUM$46.7M
Discretionary$46.7M
Non-Disc.$0
Employees10
Clients--
DateMay 2011
Total AUM$46.7M
Discretionary$46.7M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees10
Clients--