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APRICUS WEALTH LLC

2015 Boundary Street
Suite 309
Beaufort, South Carolina 29902
Tel: 610-329-4899

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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 StatusApproved
Firm CRD#306239
SEC#801-123731
Assets Managed by Firm$272,445,335
No. of Clients224
No. of Advisors6

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 ClientsAUM
Firm Total224$272,445,335
Individuals (other than high net worth individuals)18$3,578,983
High net worth individuals68$268,866,352

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