Aptus Wealth Management, LLC

RIASEC Registered

Total AUM

$95.5M

Discretionary

$95.5M

100% of AUM

Avg account

$147K

Accounts

649

Employees

4

Advisory reps

2

Firm details

Headquarters: Lewis Center, Ohio
CRD number: 284416
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

FINTRX

Overview

Aptus Wealth Management, LLC operates as an independent, individual-owned RIA structured as an LLC. The firm serves both individual and family clients and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of external advisers. Its fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. Aptus describes itself as a capital allocator and reports being an active ESG investor. The firm lists an insurance company affiliation in its industry relationships.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds67%
Exchange Traded Equities23%
Cash & Cash Equivalents7%
State & Local Bonds2%
US Government Bonds1%

Contacts

2 of 2

Joshua Pick
Founder and PresidentCRD 3277708
Chad Budy
Financial AdvisorCRD 6126016

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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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