A complete list of active advisors currently associated with Aptus Wealth Management, LLC

Warmer can help you find a great advisor at Aptus Wealth Management, LLC or one who fits your needs even better.

Aptus Wealth Management, LLC provides investment advisory and financial planning services to individual clients, including both high-net-worth and non-high-net-worth households. The firm reports managing roughly $95.5 million in discretionary assets across about 242 client accounts and offers ongoing portfolio management and written financial planning as part of its services. The firm generally provides discretionary portfolio management tailored to clients’ objectives and risk tolerances, allows clients to impose written investment restrictions, and may delegate all or part of an account to registered sub-advisers. AWM uses a range of approaches—from conventional asset allocation and dollar-cost averaging to more complex instruments such as leveraged/inverse funds, buffer ETFs, and structured notes—and also provides held-away retirement account oversight using an account-aggregation service (Pontera). Noteworthy distinctions disclosed in the brochure include an affiliation with an insurance company and that certain associated persons are licensed insurance agents who may receive commissions for insurance and annuity sales, a practice the firm identifies as a potential conflict of interest. The firm also shares in compensation with sub-advisers and receives custodial and technology-related benefits from its recommended custodian, arrangements the brochure describes and addresses through policies and disclosures.

To learn more about the advisors currently working at Aptus Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.