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, individually owned registered investment adviser that bills itself to individual and family clients on a percentage-of-AUM fee model. The firm registered with the SEC in 2022 and centers its advisory offering on financial planning and portfolio management for individuals and small businesses. It reports a clear equity preference and does not identify as an active ESG investor. Apricus is not positioned as a capital allocator or pension consultant; its stated business activities focus on direct client advisory relationships rather than institutional or multi-manager allocation mandates.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$8M in ETFs
100%
$8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $824K | 3,812 | 10.31% |
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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