Apricus Wealth LLC
Firm details
- Headquarters
- Beaufort, South Carolina
- CRD number
- 306239
- Registered since
- April 19, 2022
- Website
- www.apricuswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.74%
- Individuals1.26%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Apricus Wealth LLC is an independent registered investment adviser that began SEC registration in 2022 and is individually owned. The firm provides percentage-of-AUM, fee-based wealth management for individuals and families, focusing on financial planning and portfolio management for individuals and small businesses. Its public disclosures show a clear tilt toward equities as the primary asset class and the use of third‑party fund managers for certain alternative exposures. Apricus does not present itself as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- US Government Bonds23%
- State & Local Bonds4%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents3%
Contacts
3 of 4
James Gibson
ConsultantCRD 2682807
Ernest Cecilia
Investment AdvisorCRD 4345960
Joseph Costigan
FounderCRD 4577597
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$7.8M in ETFs
100%
$7.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $853K | 3,912 | 10.94% |
Location
Beaufort, SC
Beaufort
Location
Beaufort, SC
Headquartered in Beaufort, SC, in the South of the United States.
- Region
- South
- County
- Beaufort
- Address
- 2015 Boundary St
- Time zone
- ET (UTC-5)
- Office locations
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