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APRICUS WEALTH LLC
2015 Boundary Street
Suite 309
Beaufort, South Carolina 29902
Tel: 610-329-4899
About APRICUS WEALTH LLC
APRICUS WEALTH LLC, formally registered with the SEC as APRICUS WEALTH LLC. The firm was established in 04/19/2022. They have over 5 offices throughout the country.
APRICUS WEALTH LLC is a Beaufort, South Carolina based Financial Planning firm with nearly $272,445,335 assets under management, offering retirement planning & investment advisory services to 224 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306239 |
| SEC# | 801-123731 |
| Assets Managed by Firm | $272,445,335 |
| No. of Clients | 224 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 224 | $272,445,335 |
| Individuals (other than high net worth individuals) | 18 | $3,578,983 |
| High net worth individuals | 68 | $268,866,352 |
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