Ruston
Wolfe

Apricus Wealth LLC

CRD#3166405
Investment Advisor
in Lebanon, PA

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About this Advisor

Ruston Wolfe is a financial advisor based in Lebanon, Pennsylvania, working with Apricus Wealth LLC. Ruston has previously held positions at Apricus Wealth LLC and Bryn Mawr Trust. Ruston is registered to provide services in Pennsylvania and South Carolina. Currently, Ruston is part of Apricus Wealth LLC, which operates out of Lebanon, Pennsylvania. The firm has 6 employees and manages assets totaling $227.1 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Apricus Wealth LLC is asset-based.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

Lebanon, PA

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Apricus Wealth LLC Brokerage Details

Total Assets Under Management

$227,069,595

PA Average: $646,059,043
Total Number of Employees

6

PA Average: 13
Total Number of Accounts

179

PA Average: 661
Average Account Size

$1,268,545

PA Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Ruston Wolfe Work History

2023 - Present (1 year)

Apricus Wealth LLC

2011 - 2023 (12 years)

Bryn Mawr Trust

Disclosures

Please visit the SEC profile of Ruston Wolfe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Apricus Wealth LLC

Joseph Costigan
Beaufort, SC
Ernest Cecilia
Downingtown, PA
Ruston Wolfe
Lebanon, PA
James Gibson
Newtown Square, PA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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