Apt Wealth USA Pty Ltd
● SEC registered since 2026CRD 342273SEC# 801-136479Sydney, New South Wales
Reg. AUM
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Employees
6
Accounts
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Location
Sydney, New South Wales
Apt Wealth USA Pty Ltd assets under management
Apt Wealth USA Pty Ltd is an investment advisory firm registered with the SEC based in Sydney, New South Wales. The firm has been registered since 2026. It employs 6 people.
Apt Wealth USA Pty Ltd owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Thomas Dunbar Control | Ceo | Under 5% | 2026 |
| Apt Wealth Holdings Control | Holding Company | Over 75% | 2026 |
| John Steven Versace Control | Director | Under 5% | 2026 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How many employees does Apt Wealth USA Pty Ltd have?
Apt Wealth USA Pty Ltd reports 6 employees.
Where is Apt Wealth USA Pty Ltd located?
Apt Wealth USA Pty Ltd is based in Sydney, New South Wales and has been SEC-registered since 2026.
Does Apt Wealth USA Pty Ltd disclose fund performance?
Apt Wealth USA Pty Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Level 12, 8 Spring Street, Sydney, New South Wales 2000 |
| Phone | +61 2 8262 4000 |
| Fax | 61 3 8779 5262 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 56%
More than 44% of 16,825 advisers