9AT: AP WEALTH MANAGEMENT

Adviser Profile

As of Date	07/09/2026
Registration	SEC, Approved, 03/28/2016
Other registrations (2)	Georgia, Terminated, 03/29/2016 South Carolina, Terminated, 03/29/2016
ADV Location	AUGUSTA, GA, United States
Contact Info	706 xxxxxxx
Websites

AUM^*	339,554,592 43%
of that, discretionary	326,669,092 42%
Number of Employees	7 17%
of those in investment advisory functions	5 25%
Private Fund GAV^*	0
Avg Account Size	358,180 24%
% High Net Worth	48.41% 74%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser LEGACY ASSET MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM161.7m	#Funds-
Adviser FINER WEALTH MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM305.8m	#Funds-
Adviser BAXTER INVESTMENT MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.2b	#Funds-
Adviser MADDEN ADVISORY SERVICES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM291.7m	#Funds-
Adviser IOWA WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM123.9m	#Funds-
Adviser ANCHOR CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM61.2m	#Funds-
Adviser RCS FINANCIAL PLANNING, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM281.0m	#Funds-
Adviser GARRISON ASSET MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM314.2m	#Funds-
Adviser M FINANCIAL ASSET MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.2b	#Funds-
Adviser BRIGHT ROAD WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM443.3m	#Funds-

Brochure Summary

Overview

Form ADV Part 2A, Item 4 AP Wealth Management provides fee-only financial planning and investment management services. The firm was formed effective January 1, 2011, and began operating under the new name on May 9, 2011. AP Wealth Management, LLC is equally owned by Eugene Francis McManus, William Patrick Fair, Tom O’Gorman, and Clayton Quamme. AP Wealth Management provides fee-only financial planning services for high net worth individuals and families through our Lifetime Financial Solution process. We analyze all aspects of a client’s financial situation and provide recommendations and solutions that enable our clients to meet their financial goals. The firm provides investment advisory services for high net worth individuals, families, and also institutions such as charitable organizations, churches, schools, etc. We manage accounts on a discretionary basis utilizing open end mutual funds, closed end funds, exchange traded funds (ETFs), individual stocks and individual bonds, structured notes, and non-publicly traded REITS. These accounts are custodied at Charles Schwab Institutional. We create a risk/reward profile for each client in order to construct or recommend portfolios that will be suitable for our clients. Clients may impose restrictions on investing in certain

securities or types of securities. AP Wealth Management also provides advisory services and discretionary management for qualified retirement plans such as 401(k), profit sharing and cash balance plans. We charge an advisory fee based on the assets in the plan or a flat fee. We are operating as an Investment Manager under ERISA 3(38) when acting in this capacity. We also provide non-discretionary, advisory and employee education services for the plan sponsors of business retirement plans. We operate under the guidelines of ERISA 3(21) when providing these services. We charge a flat fee for this type of service. The firm does not participate in wrap fee programs by providing portfolio management services. As a registered investment advisory firm we are a fiduciary. We must operate in our clients' best interest. We must seek to avoid conflicts of interest in our advisory relationship with our clients. We will make full disclosure of all material conflicts of interest that we are aware of and our clients can either give informed consent to the conflict(s) or reject them. The firm manages $202,547,205 on a discretionary basis and $4,719,846 on a non-discretionary basis. These figures are as of January 31, 2023. ©2010 National Compliance Services 800-800-3204 P a g e | 4

AP WEALTH MANAGEMENT

AP WEALTH MANAGEMENT

AP WEALTH MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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AP WEALTH MANAGEMENT AP WEALTH MANAGEMENT AP WEALTH MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

AP WEALTH MANAGEMENT

AP WEALTH MANAGEMENT

AP WEALTH MANAGEMENT, LLC