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APRICUS WEALTH LLC

SEC Registered

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BEAUFORT, SChttps://apricuswealth.com610-329-4899
Assets Under Management
$100M–$500M
Employees
6
Office Locations
1 office
Total Accounts
255

About the firm

Apricus Wealth LLC is a 100% employee-owned wealth advisor and investment manager. They pair a highly personal and confidential advisory practice for a select group of clients with an institutional-grade approach to investment management.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Areas of expertise

Wealth ManagementInvestment ManagementEquity InvestingIncome-centric InvestingPortfolio ConstructionFinancial PlanningQuantitative ScreeningValuationRisk MitigationCFA Ethics

Services

Personal financial advice built around person-to-person relationships using the ROAD framework, and institutional-grade equity investment management using a proprietary Four Pillars process emphasizing quantitative screening, qualitative review, proprietary valuation methodology, and portfolio construction for risk mitigation.

investment_managementwealth_managementcash_flow_planning

Who they serve

A select group of clients seeking personal and confidential financial advisory services.

Client segmentClientsAssets managed
Individuals (Non-HNW)21$4.2M
High Net Worth Individuals79$331M

0 total clients reported on Form ADV.

Leadership

Joseph J Costigan
FOUNDER, PRESIDENT & CCO

Office locations

1 office in 1 state
SC
BEAUFORTHQ

Advisors at this firm

4 advisors in the directory

Regulatory & compliance

CRD number
#306239
SEC Number
801-123731
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Minimum: $3,000,000 (waivable)

Data as of February 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. APRICUS WEALTH LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

APRICUS WEALTH LLC in BEAUFORT, SC | AdvisorFinder