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AP Wealth Management

AP Wealth Management. CRD 156417

A

CRD: 156417

AP Wealth Management

Augusta, GA, 30909
7063644281
apwealth.com
$339.6M Total AUM
$326.7M Disc. AUM
18.4% 3Y CAGR
7 Employees
288 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท LPL Financial
Clients
Retail and Institutional
Platforms
VitalInsight +more
Established Date
03-17-2011
Office Locations
1

Office Locations

1100 Frazier Drive Augusta GA

About AP Wealth Management

AP Wealth Management is a fee-only RIA delivering personalized investment management and holistic financial planning, including tax and estate planning, for individuals and families navigating liquidity events, retirement transitions, inheritances, and early-career wealth building. Portfolios are aligned to risk tolerance and cash-flow/distribution needs. Differentiator: its "Lifetime Financial Solution" planning system and team-based coordination with clients' CPAs/attorneys.

Team overview

52 AVG AGE
$67.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
9.6 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Momentum Peak Horizon peak Pathway

Client Personas

Pathway signal Meridian horizon Oak fusion

CRM

Insight

Custodian

Frontier catalyst Quantum Beacon quantum Vital Horizon frontier

Investment Themes

Peak Unison Vital North Horizon oak Bridge

Investment Vehicles

Optima oak Signal crest

Platform

Summit harbor

Services

Ridge signal Fusion quantum Ember Pathway harbor Radial fusion Catalyst vector Crest quantum Focus legacy Harbor peak Pioneer Eagle north Bridge capital

Technology

Quantum Atlas Horizon

Owner & Executives

WILLIAM PATRICK FAIR

WILLIAM PATRICK FAIR

Chief Compliance Officer, Partner, Wealth Advisor

CRD
#4243098
Ownership
25% but less than 50%
(868) 391-3390
catalyst.foundation@summitcapital.com
in linkedin.com/in/insight-eagle
EUGENE FRANCIS MCMANUS

EUGENE FRANCIS MCMANUS

Financial Advisor, General Partner

CRD
#4666516
Ownership
25% but less than 50%
(670) 339-2924
radial.momentum@crestcapital.com
in linkedin.com/in/legacy-timber
I

Insight capital

Eagle wave horizon

CRD
#92974
Ownership
17.9%
(377) 923-3705
atlas.pathway@elementcapital.com
in linkedin.com/in/alpha-ember

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Contacts

E

Eugene Francis McManus III

--

CRD
#7415361
(233) 662-4283
fusion.ridge@embercapital.com
in linkedin.com/in/atlas-timber

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-01-2022
03-21-2023
01-16-2024
01-16-2025
03-12-2026
Category Assets AVG. Account size
Discretionary $326,669,092 $352,014
Non-Discretionary $12,885,500 $644,275
Total $339,554,592 $358,180

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Separately Managed Accounts

Total SMA Asset: $339,554,592

$339.6M Total SMA
Public Funds:
26.8%
Equity - Exchange:
18.3%
U.S. Government/Agency:
25.0%
Corporate - Investment Grade:
7.4%
Cash:
22.5%
Asset class Assets Assets %
Public Funds $934,134,476 26.8%
Equity - Exchange $637,860,482 18.3%
U.S. Government/Agency $871,394,101 25.0%
Corporate - Investment Grade $257,932,654 7.4%
Cash $784,254,691 22.5%
Total $3,485,576,404 100.0%

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