A & P WEALTH MANAGEMENT

A & P WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 281261). Regulatory assets under management: $34.2M.

Registration

• CRD: 281261
• Type: Registered investment adviser
• Phone: 470-223-1651
• Latest filing: 2026-03-26
• Regulatory AUM: $34.2M
• Discretionary AUM: $34.2M
• Clients: 2
• Accounts: 77

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281261 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search