A & P Wealth Management

A & P Wealth Management (CRD# 281261) is a financial advisory firm headquartered in , . They manage $10,800,371 in 69 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.aapwealth.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $156,527
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at A & P Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Nimish Patel, financial advisor Johns Creek GA
Nimish N. Patel
CRD#: 2601892
Johns Creek, GA

Nimish Patel (CRD# 2601892) is an Investment Advisor Representative working at A & P Wealth Management in Johns Creek, GA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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