Apricus Wealth LLC

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.