Apricus Wealth LLC logo

Apricus Wealth LLC

Updated today

Client assets under management

$335,686,442

Clients

100

79% high-net-worth

Advisors

4

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

25

Low

Average account size

$3,356,864

About

Apricus Wealth is a registered investment adviser that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities; the firm reports roughly $355,686,441 in regulatory assets under management and operates with a four‑advisor team. Its services include discretionary portfolio management, integrated financial planning provided without a separate charge, and advice on legacy or non‑custodied positions such as annuities and employer‑sponsored retirement plan assets.

The firm employs a tailored, discretionary investment process that combines fundamental and technical analysis with long‑term purchase strategies and portfolio rebalancing, constructing allocations based on each client’s objectives, risk tolerance, and written restrictions. Apricus monitors accounts on an ongoing basis, delivers quarterly written performance reports, and uses Orion Adviser Services for performance reconciliation, reporting, billing, and other administrative functions.

Operationally, Apricus is atypical among similar team firms in maintaining five offices and in its emphasis on providing account performance reporting and firm‑level performance support via its technology arrangements. The firm also discloses a generally stated account minimum of $3 million (subject to waiver or negotiation), directs custody through Schwab Institutional, and retains proxy‑voting authority while indicating it may use a third‑party proxy monitor (Egan‑Jones) to vote in accordance with its policies.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning

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Fee options

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Other

Account minimum: $3,000,000 Minimum fee: Generally $27,500 per year, subject to negotiation Fee-only: Asset-based fees as disclosed; no commissions or performance fees charged.

Main office location

Apricus Wealth LLC

2015 Boundary Street, Suite 309

Beaufort SC 29902, United States

Number of offices

5

Most active in

Pennsylvania · South Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ruston W

CFP®

Lebanon, PA

Apricus Wealth LLC

Ruston Wolfe is a CFP® professional with two years of industry experience, currently serving as an advisor at Apricus Wealth LLC. Prior to joining Apricus Wealth, he spent 12 years at Bryn Mawr Trust. Apricus Wealth LLC is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary investment process that integrates fundamental and technical analysis with long-term strategies, delivering personalized portfolio management and integrated financial planning through a four-advisor team.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning
user avatar

Ernest C

CFA®

Downingtown, PA

Apricus Wealth LLC

Ernest Cecilia is a CFA® charterholder with 12 years of industry experience. He has worked at Apricus Wealth LLC since 2021 and previously spent eight years at Bryn Mawr Trust. Apricus Wealth LLC is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary investment process combining fundamental and technical analysis with long-term strategies and portfolio rebalancing, managing approximately $356 million in regulatory assets through a four-advisor team.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning
user avatar

Joseph C

CFA®

Beaufort, SC

Apricus Wealth LLC

Joseph Costigan is a CFA® charterholder with 19 years of industry experience. He has worked at Apricus Wealth LLC since 2020 and previously spent six years with Verity & Verity, LLC dba Verity Investment Partners. Apricus Wealth is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a tailored, discretionary investment process combining fundamental and technical analysis to construct portfolios aligned with client objectives and risk tolerance, and it emphasizes performance reporting supported by its technology infrastructure.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning
user avatar

James G

Series 63, Series 65

Newtown Square, PA

Apricus Wealth LLC

James Gibson is a financial advisor with Apricus Wealth LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes roles at BB&T Securities and a period of self-employment before joining Apricus Wealth in 2021. Apricus Wealth LLC is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary investment approach that combines fundamental and technical analysis, offering integrated financial planning and ongoing account monitoring through a team of four advisors.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning
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