APD Wealth Management

EST. AUM
$100,000,000

CONTACTS
2

CLIENT ACCOUNTS
948

Firm Details

Metro area Minneapolis
CRD Number
Website apdwealth.com
Client types

Overview

APD Wealth Management is an independent wealth advisory practice led by Gregory M. Hanson, AIF®. The firm provides financial planning, retirement planning, and investment management for individuals, families, and small businesses. Advisory services are delivered through Private Advisor Group’s SEC-registered RIA, while brokerage and custody needs may be fulfilled via LPL Financial. The practice emphasizes client education and a goals-based approach spanning accumulation, preservation, and distribution phases of wealth. Portfolios utilize diversified vehicles such as mutual funds, ETFs, fixed income, and other solutions tailored to risk tolerance and tax considerations, with ongoing monitoring and fiduciary oversight.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

APD Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company