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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

AP WEALTH MANAGEMENT

AP WEALTH MANAGEMENT, LLC, CRD 156417

AUGUSTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:934d0fac-61f4-3dac-a48f-2909ecb30cc4

Data as of Jul 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 3
On other graphs: 0
Observed: Jan 3, 2012 to Jul 9, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $340MItem 5.F on the latest filing (2026-07-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $327M
Private client RAUM: $329MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $67.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 948
Individual clients: 132
High net worth clients: 137
Custody, client assets: $105M
SEC number: 801-107514
CRD: 156417
Filings on the tape: 24
First filed: Jan 3, 2012
Latest filed: Jul 9, 2026
Organised: Limited Liability Company, GA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM PATRICK FAIR	Certified Financial Planner	AUGUSTA, GA	15	26	5	no
EUGENE FRANCIS MCMANUS	Certified Financial Planner\|Personal Financial Specialist	AUGUSTA, GA	15	26	2	no
THOMAS M O'GORMAN	n/a	AUGUSTA, GA	10	11	2	no
CLAYTON ROLF QUAMME	Certified Financial Planner	AUGUSTA, GA	7	18	2	no
Eugene Francis McManus	Certified Financial Planner	AUGUSTA, GA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FAIR, WILLIAM, PATRICK	MEMBER, CHIEF COMPLIANCE OFFICER	C	yes	01/2011	Jan 3, 2012	Jan 16, 2024
MCMANUS, EUGENE, FRANCIS	Member	C	yes	01/2011	Jan 3, 2012	Jan 16, 2024
O'GORMAN, THOMAS, M	MANAGING MEMBER	C	yes	01/2024	Aug 18, 2021	Jan 16, 2024
QUAMME, CLAYTON, ROLF	Member	C	yes	07/2021	Aug 18, 2021	Jan 16, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Columbia	Sc	United States	4	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 12, 2026	$340M	$327M	7	5	0	n/a	n/a
2024	Jan 16, 2025	$294M	$284M	6	4	1	n/a	n/a
2023	Jan 16, 2024	$237M	$230M	6	4	1	n/a	n/a
2022	Mar 17, 2023	$207M	$203M	7	4	1	n/a	n/a
2021	Mar 1, 2022	$214M	$210M	7	4	0	n/a	n/a
2020	Mar 1, 2021	$174M	$170M	7	4	0	n/a	n/a
2019	Feb 18, 2020	$155M	$152M	7	4	0	n/a	n/a
2018	Mar 19, 2019	$132M	$129M	5	3	0	n/a	n/a
2017	Mar 14, 2018	$137M	$136M	7	4	0	n/a	n/a
2016	Mar 21, 2017	$106M	$103M	7	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$340M	$294M	15.5%	$207M	17.9%	7	6	0	1

Relationships

Registered with (7)

← Eugene Francis McManusAdvisorregistration: current employment
Feb 25, 2026 to presentfactForm ADV
← CLAYTON ROLF QUAMMEAdvisorregistration: current employment
Apr 17, 2019 to presentfactForm ADV
← THOMAS M O'GORMANAdvisorregistration: current employment
Aug 29, 2016 to presentfactForm ADV
← EUGENE FRANCIS MCMANUSAdvisorregistration: current employment
Apr 26, 2011 to presentfactForm ADV
← WILLIAM PATRICK FAIRAdvisorregistration: current employment
Mar 17, 2011 to presentfactForm ADV
← JOHN PARKER RHODESAdvisorregistration: previous registration
Apr 21, 2011 to Aug 6, 2018factForm ADV
← RHETT NOLAN SINCLAIRAdvisorregistration: previous registration
Apr 20, 2011 to Sep 1, 2011factForm ADV

Controls (4)

← FAIR, WILLIAM, PATRICKOwnerMEMBER, CHIEF COMPLIANCE OFFICER, ownership code C, individual
Jan 3, 2012 to Jan 16, 2024factForm ADV
← MCMANUS, EUGENE, FRANCISOwnerMEMBER, ownership code C, individual
Jan 3, 2012 to Jan 16, 2024factForm ADV
← QUAMME, CLAYTON, ROLFOwnerMEMBER, ownership code C, individual
Aug 18, 2021 to Jan 16, 2024factForm ADV
← O'GORMAN, THOMAS, MOwnerMANAGING MEMBER, ownership code C, individual
Aug 18, 2021 to Jan 16, 2024factForm ADV

Dated events

Occurred
Aug 18, 2021
Control person joined
Rolf Clayton Quamme (Member) appeared on Schedule A of Ap Wealth Management
Form ADVobserved 6 days ago
Occurred
Aug 18, 2021
Control person joined
M Thomas O'Gorman (Member) appeared on Schedule A of Ap Wealth Management
Form ADVobserved 6 days ago
Occurred
Mar 22, 2016
First Form ADV filing
Ap Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:934d0fac-61f4-3dac-a48f-2909ecb30cc4
First observed: Jan 3, 2012
Last observed: Jul 9, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AP WEALTH MANAGEMENT

AP WEALTH MANAGEMENT, LLC, CRD 156417

AUGUSTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:934d0fac-61f4-3dac-a48f-2909ecb30cc4

Data as of Jul 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:38 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM PATRICK FAIR

Certified Financial Planner

AUGUSTA, GA

EUGENE FRANCIS MCMANUS

Certified Financial Planner|Personal Financial Specialist

AUGUSTA, GA

THOMAS M O'GORMAN

n/a

AUGUSTA, GA

CLAYTON ROLF QUAMME

Certified Financial Planner

AUGUSTA, GA

Eugene Francis McManus

Certified Financial Planner

AUGUSTA, GA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FAIR, WILLIAM, PATRICK

MEMBER, CHIEF COMPLIANCE OFFICER

yes

01/2011

Jan 3, 2012

Jan 16, 2024

MCMANUS, EUGENE, FRANCIS

Member

yes

01/2011

Jan 3, 2012

Jan 16, 2024

O'GORMAN, THOMAS, M

MANAGING MEMBER

yes

01/2024

Aug 18, 2021

Jan 16, 2024

QUAMME, CLAYTON, ROLF

Member

yes

07/2021

Aug 18, 2021

Jan 16, 2024

City

State

Country

Employees

Also broker-dealer

Columbia

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 12, 2026

$340M

$327M

n/a

2024

Jan 16, 2025

$294M

$284M

n/a

2023

Jan 16, 2024

$237M

$230M

n/a

2022

Mar 17, 2023

$207M

$203M

n/a

2021

Mar 1, 2022

$214M

$210M

n/a

2020

Mar 1, 2021

$174M

$170M

n/a

2019

Feb 18, 2020

$155M

$152M

n/a

2018

Mar 19, 2019

$132M

$129M

n/a

2017

Mar 14, 2018

$137M

$136M

n/a

2016

Mar 21, 2017

$106M

$103M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$340M

$294M

15.5%

$207M

17.9%