A & P Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$11,121,848
Clients
56
Advisors
2
across 2 offices
About
A & P Wealth Management is a small supported advisory firm managing roughly $34.2 million for about 56 clients and serves individuals (including high-net-worth), charitable organizations, and other business entities. The firm provides discretionary portfolio management, an active trading program that relies on short-term and hedging strategies, and periodic advisory consultations.
The firm combines fundamental and technical analysis to construct diversified, long-term portfolios while offering a distinct active trading program that employs advanced option-writing strategies, short sales, and margin (borrowing) in separately managed accounts; active-program holdings are monitored daily and reviewed with clients at least annually. For standard accounts the firm typically uses stocks, bonds, mutual funds, and ETFs, and tailors allocations to each client’s goals, time horizon, and risk tolerance.
Compared with many peers, the firm is affiliated with another registered investment adviser through common ownership and may refer clients to that affiliate, a relationship disclosed in its brochure. It also explicitly permits the use of borrowing and derivatives in separately managed accounts—an uncommon practice among similarly sized supported firms—and maintains access to institutional custodial platform services that support block trading and operational efficiencies.
Client services
Expertise
Fee options
$0 - $1,000,000: 2.0% annually $1,000,001 - $2,000,000: 1.5% annually $2,000,001+: 1.0% annually
$250 per hour (minimum 1 hour) for advisory consultations
Minimum fee: Minimum quarterly fee of $150 for Discretionary Portfolio Management; minimum monthly fee of $275 for Active Trading Program
Main office
See officeJohns Creek GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
A & P Wealth Management · G & G Enterprises, LLC · Gopi & Gawal Enterprises Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Alexander D
Series 65
Woodstock, GA
A & P Wealth Management
Alexander Duncan is a financial advisor at A & P Wealth Management in Woodstock, GA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at MCAP Investment Management and Plurimi Wealth & Asset Management, as well as work as a self-employed consultant. A & P Wealth Management is a supported advisory firm managing approximately $34.2 million for around 56 clients, including individuals, charitable organizations, and business entities. The firm combines fundamental and technical analysis to create diversified portfolios and offers an active trading program that uses advanced option-writing, short sales, and margin strategies.
Nimish P
CFP®, Series 63, Series 66
Johns Creek, GA
A & P Wealth Management
Nimish Patel is a CERTIFIED FINANCIAL PLANNER™ with 19 years of industry experience, currently serving as an advisor at A & P Wealth Management since 2015. Prior to this, he worked at MCAP Investment Management, LLC. A & P Wealth Management provides discretionary portfolio management, active trading programs, and advisory consultations to individuals, charitable organizations, and business entities. The firm employs both fundamental and technical analysis, combining longer-term diversified portfolio management with an active trading approach that includes options writing, short sales, and margin borrowing.
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