APTUS WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- LEWIS CENTER, Ohio
- CRD number
- 284416
- Website
- www.aptuswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.17%
- Individuals21.93%
- Corporations / Businesses2.77%
- Charitable Organizations0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Aptus Wealth Management, LLC is an independent registered investment advisor that operates as a limited liability company. The firm focuses on providing financial planning services and portfolio management primarily for individuals and small businesses. Aptus Wealth Management also engages in the selection of other advisers, allowing them to offer a comprehensive suite of services tailored to their clients' needs. The firm is known for its commitment to environmental, social, and governance (ESG) investing, reflecting a growing trend among investors who prioritize sustainability in their investment choices.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities23%
- Cash & Cash Equivalents7%
- State & Local Bonds2%
- US Government Bonds1%
Contacts
2 of 2JOSHUA PICK
Founder and PresidentCRD 3277708
CHAD BUDY
Financial AdvisorCRD 6126016
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LEWIS CENTER, OH
DELAWARE
Location
LEWIS CENTER, OH
Headquartered in LEWIS CENTER, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- DELAWARE
- Address
- 639 Carle Ave
- Time zone
- ET (UTC-5)
- Office locations
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