AUCTUS WEALTH MANAGEMENT INC.

Overview

Auctus Wealth Management Inc. is an independent registered investment adviser operating as a corporation with individual ownership. The firm serves both individual and family clients as well as institutional accounts, and it combines advisory services with broker-dealer and insurance activity—its advisors act as registered representatives of a broker-dealer and as insurance brokers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, and the firm offers financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and educational seminars. Auctus reports a preference for equities in client portfolios and does not identify as an active ESG investor. The firm is not described as a multi-state adviser and is not positioned as a capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives