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Aptus Wealth Management, LLC

EST. AUM
$95,509,752

CONTACTS
1

CLIENT ACCOUNTS
649

Firm Details

Metro area Columbus
CRD Number 284416
Website aptuswealth.com
Client types

Overview

Aptus Wealth Management, LLC is a Registered Investment Adviser founded in 2016 and headquartered in Lewis Center, Ohio. The firm provides discretionary investment advisory services, including portfolio management, asset allocation, and financial planning. Its services extend across equities, bonds, mutual funds, ETFs, annuities, and cash strategies. Aptus also offers retirement planning, estate planning, and risk management solutions, and may delegate portfolio management to SEC-registered sub-advisers while retaining oversight. In addition, the firm manages held-away assets such as 401(k)s and 403(b)s through Pontera, providing allocation review, monitoring, and rebalancing. Aptus Wealth is wholly owned by Joshua Pick.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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