William Patrick Fair
Investment adviser representative at Ap Wealth Management
7 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$339.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
7 years in the industry.
- Ap Wealth Management, LLCJan 2011 to now
- Augusta Capital Investors, LLCNov 2013 to Mar 2019
- Augusta Capital Management, LLCNov 2013 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 3 states (GA, SC, TX).
Ap Wealth Management
Legal name: Ap Wealth Management, LLC
$339.6MAssets managed
283Clients
5Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4243098
- Firm CRD
- 156417