Asset Protection Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
138
0% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
138
Very HighAverage account size
$0
About
Asset Protection Wealth Management LLC provides personalized, confidential financial planning and consultative investment advice to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm delivers plans on a fixed‑fee or hourly basis and refers clients to third‑party money managers for portfolio implementation rather than directly custodying or trading client assets.
APWM documents client goals and risk tolerance through consultations and Investment Policy Statements, acts as a liaison to third‑party managers, and reviews quarterly reports and material changes on an ongoing basis. The firm does not exercise trading discretion over client accounts, does not participate in wrap fee programs, and does not vote proxies on client securities.
The firm operates as a solo practitioner with a single owner/advisor and the managing member maintains a separate, licensed insurance practice that represents a substantial portion of his time; APWM discloses referral and commission relationships tied to insurance sales and to selected third‑party managers, including a fee‑sharing and incentive arrangement with one manager. APWM itself does not directly manage client assets or primarily rely on percentage‑of‑AUM fees, instead relying on fixed/hourly planning fees and referral arrangements for investment management.
Client services
Selection of other advisers
Third party money management
Expertise
General estate planning guidance
General tax planning
Cash flow / budgeting
Retirement income strategy
Life insurance needs analysis
Fee options
Financial Planning fixed fees between $200 and $2,500 (negotiable)
$0+: 1.00% (APWM Referral Fee from Third-Party Manager) $0+: 1.15% to 2.15% (Gradient Investments total annual fee, varies by portfolio type)
Insurance commissions earned by managing member from insurance product sales
Financial Planning Services: $200 per hour
Fee-only: Financial Planning Fixed Fees: $200 to $2,500 (negotiable); Hourly Fees: $200 per hour
Main office location
Asset Protection Wealth Management LLC
11300 N. Rodney Parham Road, Suite 320
Little Rock AR 72212, United States
Number of offices
1
Most active in
Asset Protection Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Arkansas · Georgia · Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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