A & P Wealth Management
A & P Wealth Management (CRD# 281261) is a financial advisory firm headquartered in , . They manage $1,398,021 in 19 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts19ACCOUNTS
Average Account Value$73,580
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
GA, NC, SC
Nimish Patel (CRD# 2601892) is an Investment Advisor Representative working at A & P Wealth Management in Suwanee, GA and has over 22 years of experience in the finance industry. Nimish Patel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.