Apt Wealth USA Pty LTD: new SEC registration, Melbourne Vic, Australia
Apt Wealth USA Pty LTD (Melbourne Vic): new SEC registration, Melbourne Vic, Australia. Dated 141 days ago, it serves as a historical benchmark. Score 30/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
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| Field | Value |
|---|---|
| Firm | Apt Wealth USA Pty LTD |
| Legal name | Apt Wealth USA Pty LTD |
| CRD | 342273 |
| Status | Approved |
| Registered with the SEC | 2026-06-17 |
| Latest Form ADV filing | 2026-09-30 |
| Location | Melbourne Vic, Australia |
| Employees | 6 |
| Website | https://aptwealth.com.au/ |
| Peer records CSV (500 records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-17
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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30 / 100 Score
- Website on file.
What is the NewRiaPulse record for Apt Wealth USA Pty LTD in Melbourne Vic?
Apt Wealth USA Pty LTD received SEC registration as an investment adviser (2026-06-17), based in Melbourne Vic.
How does Apt Wealth USA Pty LTD compare to other NewRiaPulse records?
It is 141 days old; check the official source for later updates before acting. Its Score of 30/100 is modest; treat it as background rather than a priority.
Apt Wealth USA Pty LTD vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Apt Wealth USA Pty LTD | Melbourne Vic | 2026-06-17 |
| Wells Capital Advisors LLC | Las Vegas, NV | 2026-10-01 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Everoak Wealth Co | Colorado Springs, CO | 2026-10-01 |
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.