What departments does AP Wealth Management have?

AP Wealth Management has employees across 4 departments including Finance, Operations, Administrative, Engineering.

What is the largest department at AP Wealth Management?

The largest department at AP Wealth Management is Finance with 2 employees.

Where are AP Wealth Management employees located globally?

AP Wealth Management has employees across 3 continents and 3 countries including South Africa, Thailand, United States Of America.

How has AP Wealth Management's team size changed over time?

AP Wealth Management's team has remained stable from approximately 8 to 8 employees based on available data.

AP Wealth Management Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

AP Wealth Management is a small financial services firm based in Augusta, Georgia, operating as a Registered Investment Advisor with over 120 years of combined experience among its advisors. Its team covers investment management, financial planning, and tax and estate planning, and they tailor plans by coordinating with other professionals involved in a client's financial strategy. The firm serves clients who seek a long-term partnership and may lack the time or expertise to manage wealth on their own.

Within the financial services industry, AP Wealth Management emphasizes personalized wealth management solutions aimed at helping clients attain financial objectives, grow wealth, and protect their legacy, while upholding high professional standards. In 2022 the firm expanded its footprint with a new office in Columbia, South Carolina, signaling growth beyond its Augusta base.

AP Wealth Management Global Highlights

North America
12

United States Of America
12

Africa
1

South Africa
1

Asia
1

Thailand
1

AP Wealth Management's Leadership

G. M.
Managing Partner, Wealth Advisor
Mobile Phone
Email
C. Q.
Partner, Financial Planner
Mobile Phone
Email
P. F.
Partner, Wealth Advisor, Chief Compliance Officer, Cfp®
Mobile Phone
Email
T. O.
Partner/Advisor
Mobile Phone
Email
S. H.
Operations Manager
Mobile Phone
Email
M. R.
Client Communications Manager
Mobile Phone
Email
S. H.
Office Manager
Mobile Phone
Email
M. D.
Client Services Associate
Mobile Phone
Email

AP Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from AP Wealth Management

Name

Title

Contact Info

Location

Last Update

G. M.
Managing Partner, Wealth Advisor
Mobile Phone
Email
United StatesGeorgia
May 05, 2026
C. Q.
Partner, Financial Planner
Mobile Phone
Email
United StatesGeorgia
Jun 08, 2026
P. F.
Partner, Wealth Advisor, Chief Compliance Officer, Cfp®
Mobile Phone
Email
United StatesGeorgia
Jun 09, 2026
T. O.
Partner/Advisor
Mobile Phone
Email
United StatesGeorgia
Oct 21, 2024
S. H.
Operations Manager
Mobile Phone
Email
United StatesGeorgia
May 30, 2026
M. R.
Client Communications Manager
Mobile Phone
Email
Mar 19, 2026
S. H.
Office Manager
Mobile Phone
Email
United StatesGeorgia
Jul 29, 2024
M. D.
Client Services Associate
Mobile Phone
Email
United States
May 05, 2026
C. W.
Client Development Associate
Mobile Phone
Email
United StatesGeorgia
Oct 21, 2024

Frequently Asked Questions

What is AP Wealth Management known for?

AP Wealth Management was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 1100 Frazier Drive Augusta, Georgia 30909 United States; you can contact the main corporate office by phone at

+1-706-364-****

. Explore AP Wealth Management's company overview page for more information.

What is AP Wealth Management's most common email format?

AP Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more AP Wealth Management email formats with LeadIQ.

How many employees does AP Wealth Management have currently?

AP Wealth Management has approximately 9 employees as of June 2026. These team members are located across 3 continents, including North AmericaAfricaAsia.

Who are AP Wealth Management's key employees and leadership?

As of June 2026, AP Wealth Management's key employees include:

Managing Partner, Wealth Advisor: G. M.
Partner, Financial Planner: C. Q.
Partner, Wealth Advisor, Chief Compliance Officer, Cfp®: P. F.
Partner/Advisor: T. O.
Operations Manager: S. H.

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AP Wealth Management Employee Directory

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