A & P Wealth Management

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.