Apricus Wealth LLC
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Overview
Apricus Wealth LLC is an advisory company located in Beaufort, South Carolina. The firm handles $167.4 million in total assets over 135 accounts, making it a mid-tier firm in the United States by assets under management (AUM). It has a small group, including 3 financial advisors. Apricus Wealth LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal assets like bonds, options and stocks.
Apricus Wealth LLC manages all of its client assets on a discretionary basis. Discretionary management means that buy and sell judgments for the client's account are made by an investment advisor without needing the client's permission. The firm's average account size is $1.2 million. The average financial advisor at Apricus Wealth LLC administers about 45 client accounts, placing it towards the middle in terms of personalization.
Apricus Wealth LLC's central office is at 2015 Boundary Street, Beaufort, South Carolina 29902. The firm is permitted to serve customers across 3 states, including Pennsylvania, South Carolina and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Apricus Wealth LLC by the Numbers
$167.4 million
6
135
$1.2 million
Products and Services
Financial services offered by Apricus Wealth LLC can include financial planning services and portfolio management for individuals and small businesses. In the last financial year, it provided 26-50 of its clients with financial planning services. The company does not sell products or offer services apart from investment advice to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees vary depending on the type of services provided. However, fees charged by the company typically consist of the following fee structure: asset-based. The firm does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to retail investors and high net worth investors. Out of its 135 accounts, Apricus Wealth LLC's biggest client by number of accounts is high net worth investors, although it also serves 45 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 84.91%
- Other Individuals - 15.09%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Apricus Wealth LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Apricus Wealth LLC
Beaufort, SC
Downingtown, PA
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