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Building 2APRICUS WEALTH LLC

Map pinBEAUFORT, SC
Phone610-329-4899
NotebookSEC #801-123731
Total AUM
$335.7M
Employees
6
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2015 BOUNDARY STREET
SUITE 309
BEAUFORT
SC 29902
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
610-329-4899
Other Offices
4

ReceiptFinancials

Total AUM
$335.7M
Accounts
255
Discretionary
$335.7M
Accounts
255
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
21
AUM
$4.2M
HNW Individual Clients
79
AUM
$331.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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