BEAUFORT, SCCRD 306239Latest ADV February 20, 2026
Apricus Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beaufort, SC. Its latest Form ADV filing, dated February 20, 2026, reports $336M in regulatory assets under management, 6 employees, 4 offices, and 255 accounts.
Assets Under Management
$336M
Employees
6
Offices
4 offices
Total Clients
100
Primary office
BEAUFORT, SC
2015 BOUNDARY STREET, SUITE 309, BEAUFORT, SC, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 79.0% of total clients.
Top client categories% of clientsClients
1
HNWI
79.0%
79
2
Individuals
21.0%
21
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$336Mas of February 20, 2026
Discretionary100.0%
$336M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$336M
Total Accounts255
10Y AUM Change+$168M (+100.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee17:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.