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APTUS WEALTH MANAGEMENT, LLC
CRD 284416
639 CARLE AVENUE, LEWIS CENTER, OH, 43035, United States
Phone
614-917-1040
Fax
614-442-9094
Registration
— (—)
Source
State registered
Total AUM
$95.5M
Discretionary AUM
$95.5M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 150 | $20.9M |
| High net worth individuals | 92 | $71.8M |
| Charitable organizations | 1 | $130K |
| Corporations/business entities | 1 | $2.6M |
All web addresses on file
Official SEC filing: View on IAPD