Overview
Assets Under Management: $272 million
Headquarters: BEAUFORT, SC
High-Net-Worth Clients: 68
Average Client Assets: $4 million
Frequently Asked Questions
APRICUS WEALTH LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306239), APRICUS WEALTH LLC is subject to fiduciary duty under federal law.
APRICUS WEALTH LLC is headquartered in BEAUFORT, SC.
APRICUS WEALTH LLC serves 68 high-net-worth clients according to their SEC filing dated February 06, 2025. View client details ↓
According to their SEC Form ADV, APRICUS WEALTH LLC offers financial planning and portfolio management for individuals. View all service details ↓
APRICUS WEALTH LLC manages $272 million in client assets according to their SEC filing dated February 06, 2025.
According to their SEC Form ADV, APRICUS WEALTH LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.69
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 224
Discretionary Accounts: 224
Regulatory Filings
CRD Number: 306239
Last Filing Date: 2025-02-06 00:00:00
Website: https://apricuswealth.com