Clayton Rolf Quamme
Investment adviser representative at Ap Wealth Management
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$339.6MFirm assets
Are you Clayton Rolf Quamme? Claim your profile
Contact this firm
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
11 years in the industry.
- Ap Wealth ManagementApr 2019 to now
- US Army Active and ReservesFeb 2008 to now
- Calvary Wealth, LLCOct 2013 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
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
- 6025155
- Firm CRD
- 156417