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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GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
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PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20
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