Ap Wealth Management, LLC
● SEC registered since 2016CRD 156417SEC# 801-107514Augusta, GA
Reg. AUM
$339.6M
Employees
7
Accounts
948
Location
Augusta, GA
Ap Wealth Management, LLC assets under management
Ap Wealth Management, LLC is an investment advisory firm registered with the SEC based in Augusta, GA. The firm has been registered since 2016. It reports $339.6 million in regulatory assets under management and employs 7 people.
Ap Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Clayton Rolf Quamme Control | Member | 25-50% | 2021 |
| Eugene Francis McManus Control | Member | 25-50% | 2011 |
| Thomas M O'Gorman Control | Managing Member | 25-50% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Ap Wealth Management, LLC manage?
Ap Wealth Management, LLC reports $339.6 million in regulatory assets under management on its Form ADV.
How many employees does Ap Wealth Management, LLC have?
Ap Wealth Management, LLC reports 7 employees.
Where is Ap Wealth Management, LLC located?
Ap Wealth Management, LLC is based in Augusta, GA and has been SEC-registered since 2016.
Does Ap Wealth Management, LLC disclose fund performance?
Ap Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1100 Frazier Drive, Augusta, GA 30909 |
| Phone | 706-364-4281 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$339.6M▲ 15%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$339.6Mregulatory AUM
Discretionary $326.7MNon-discretionary $12.9M