Dakota
Dakota
Book a Demo
Talk to an Expert

Apt Wealth Partners

EST. AUM
$0

CONTACTS

CLIENT ACCOUNTS
0

Firm Details

Metro area Sydney
CRD Number 342273
Website com.au
Client types

Overview

Apt Wealth Partners is an Australian financial planning and wealth management firm serving individuals, families, businesses, high-net-worth clients and expats from offices in Sydney, Melbourne, Geelong and Northern Beaches. The firm offers holistic advice across superannuation, investments, retirement planning, estate and intergenerational wealth, insurance, home loans, business planning, expat advice and legal-linked legacy services. Its model combines adviser-led planning with an in-house investment team, model portfolios, separately managed accounts and external research. Apt positions itself as privately owned, client-first and transparent, with a focus on long-term wealth protection, growth, risk management, tax efficiency and lifestyle outcomes.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy