Ap Wealth Management, Llc
- Regulatory AUM
- $340M
- Discretionary
- $327M
- Clients
- 283
- Avg AUM / client
- $1.2M
- Accounts
- 948
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 132 | $25.5M | 7.51% |
| High net worth individuals | 137 | $303M | 89.3% |
| Pension and profit sharing plans | 8 | $3.4M | 1.01% |
| Charitable organizations | 6 | $7.2M | 2.13% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eugene Francis Mcmanus | Member | CFP Personal Financial Specialist | Jan 2011 (16y) | 25% – 50% |
| William Patrick Fair | Member, Chief Compliance Officer | CFP | Jan 2011 (16y) | 25% – 50% |
| Thomas M O'gorman | Managing Member | Aug 2016 (10y) | 25% – 50% | |
| Clayton Rolf Quamme | Member | CFP | Apr 2019 (7y) | 25% – 50% |
| Eugene Francis Mc Manus | Registered representative | CFP | Feb 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $136M (40% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 09, 2026.
View current Form ADV (SEC/IAPD) ↗