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APRICUS WEALTH LLC

BEAUFORT, SC · CRD 306239 · IAPD ↗ · apricuswealth.com · 610-329-4899

$335.7MRegulatory AUM
4Advisory reps
6Employees
0Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2025 — APRICUS WEALTH LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2025 — APRICUS WEALTH LLC added office(s): 0 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2024 — APRICUS WEALTH LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
62
April 2024 — APRICUS WEALTH LLC reported RAUM up 36% ($167.4M -> $227.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — APRICUS WEALTH LLC now reports custody of client assets ($50.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.