AP Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and retirement plan services. Financial planning was provided to 11–25 clients last fiscal year.
AP Wealth Management reports 283 clients. They include 137 high-net-worth individuals, 132 individual clients, and 8 pension and profit-sharing plans. Of its assets, 96.2% ($327M across 928 accounts) are managed with discretion; $12.9M across 20 accounts are not. It advised 5 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 47% | 8% |
| High-net-worth individuals | 48% | 89% |
| Pension and profit-sharing plans | 3% | 1% |
| Charitable organizations | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 132 | $25.5M | 7.5% | $193K |
| High-net-worth individuals | 137 | $303M | 89.3% | $2.21M |
| Pension and profit-sharing plans | 8 | $3.44M | 1.0% | $430K |
| Charitable organizations | 6 | $7.23M | 2.1% | $1.2M |
| Total | 283 | $340M | 100% | $1.2M |
- Clients
- 132
- Regulatory AUM
- $25.5M
- AUM share
- 7.5%
- Avg. per client
- $193K
- Clients
- 137
- Regulatory AUM
- $303M
- AUM share
- 89.3%
- Avg. per client
- $2.21M
- Clients
- 8
- Regulatory AUM
- $3.44M
- AUM share
- 1.0%
- Avg. per client
- $430K
- Clients
- 6
- Regulatory AUM
- $7.23M
- AUM share
- 2.1%
- Avg. per client
- $1.2M
Total
- Clients
- 283
- Regulatory AUM
- $340M
- AUM share
- 100%
- Avg. per client
- $1.2M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 5
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
AP Wealth Management charges up to 1.45% a year for its Investment Management Services. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Service
- A comprehensive financial plan costs from $5,000 and rises for more complex plans; the fee may be waived if the client engages the firm for ongoing wealth management.
Eugene McManus owns 25% to 50% of AP Wealth Management. The leadership team of AP Wealth Management includes Chief Compliance Officer William Fair. It has 7 employees, 5 of them in advisory roles.
Leadership
- William FairMember, Chief Compliance Officer
- Eugene McManusMember
- Thomas O'GormanManaging Member
- Clayton QuammeMember
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- William Patrick Fair
- Eugene Francis McManus
- Eugene Francis McManus III
- Thomas M O'Gorman
- Clayton Rolf Quamme
Staff
- 7 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 25% to 50% of Ap Wealth Management, LLC
Eugene McManus
Control person · since January 2011
- Owns 25% to 50% of Ap Wealth Management, LLC
William Fair
Control person · since January 2011
- Owns 25% to 50% of Ap Wealth Management, LLC
Thomas O'Gorman
Control person · since January 2024
- Owns 25% to 50% of Ap Wealth Management, LLC
Clayton Quamme
Control person · since July 2021
AP Wealth Management’s regulatory assets grew 1.9× from $174M (March 2021) to $340M (July 2026); clients rose from 239 to 283 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $340M | 283 | 7 | 1 |
| January 2025 | $294M | 294 | 6 | 2 |
| January 2024 | $237M | 273 | 6 | 2 |
| March 2023 | $207M | 237 | 7 | 2 |
| March 2022 | $214M | 261 | 7 | 1 |
| March 2021 | $174M | 239 | 7 | 1 |
Besides its headquarters, AP Wealth Management has 0 offices, with 1 listed address in Georgia.
Georgia · 1 listed address
- 1100 Frazier Drive, AugustaHQ
Contact and registration details
- Legal name
- Ap Wealth Management, LLC
- Headquarters
- 1100 Frazier Drive, Augusta, GA 30909
- Website
- apwealth.com
- Phone
- 706-364-4281
- @apwealthmanagement
- SEC file
- 801-107514
- Founded
- 2011
- Structure
- Georgia LLC
- Fiscal year end
- December
AP Wealth Management uses Charles Schwab ($136M) as custodian for its separately managed accounts. AP Wealth Management has custody of $105M in client assets for 150 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $136M100%
At year end, AP Wealth Management’s separately managed accounts were mostly in funds (75%) and bonds (15%).
What the accounts hold
- Stocks9%
- Funds75%
- Bonds15%
- U.S. government and agency bonds9%
- Investment grade corporate bonds6%
- Cash1%
How many clients does AP Wealth Management have?
AP Wealth Management has 283 clients and manages $340 million for them, as of July 2026. They include 137 high-net-worth individuals, 132 individual clients, and 8 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 July 2026
What services does AP Wealth Management offer?
AP Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does AP Wealth Management charge?
AP Wealth Management charges up to 1.45% a year for its Investment Management Services. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.
Which custodians does AP Wealth Management use?
AP Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $136M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026
How many financial advisors does AP Wealth Management have?
AP Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does AP Wealth Management invest in?
At the end of its last fiscal year, AP Wealth Management’s separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 9% U.S. government and agency bonds, 6% investment grade corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does AP Wealth Management have a minimum investment?
Yes, AP Wealth Management’s minimum account size for its Investment Management Services is $1M.
Who owns AP Wealth Management?
AP Wealth Management’s direct owners are Eugene McManus, William Fair, Thomas O'Gorman and Clayton Quamme, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 9 July 2026
How does AP Wealth Management get paid?
AP Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is AP Wealth Management registered with the SEC?
Yes, AP Wealth Management has been registered with the SEC as an investment adviser since 28 March 2016. Its CRD number is 156417 and its SEC file number is 801-107514.
Source: Form ADV Part 1A, Item 1, filed 9 July 2026; IAPD firm record
How do I contact AP Wealth Management?
AP Wealth Management’s main office is at 1100 Frazier Drive, Augusta, GA 30909. Its phone number is 706-364-4281. Its website is apwealth.com.