Aptus Wealth Management, LLC
Aptus Wealth Management, LLC (CRD# 284416) is a financial advisory firm headquartered in Lewis Center, OH. They manage $90,204,998 in 576 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Aptus Wealth Management, LLC
By the Numbers
-
Total Assets Under Management90MILLION
-
Total Number of Accounts576ACCOUNTS
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Average Account Value$156,606
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NC, OH, TX
Financial Advisors at Aptus Wealth Management, LLC
1
Chad Budy (CRD# 6126016) is an Investment Advisor Representative working at Aptus Wealth Management, LLC in Lewis Center, OH and has over 8 years of experience in the finance industry.
2
Joshua Pick (CRD# 3277708) is an Investment Advisor Representative working at Aptus Wealth Management, LLC in Lewis Center, OH and has over 10 years of experience in the finance industry.
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