APTUS WEALTH MANAGEMENT, LLC

APTUS WEALTH MANAGEMENT, LLC of LEWIS CENTER, OH is an SEC-registered investment adviser (CRD 284416). Regulatory assets under management: $95.5M.

Registration

• CRD: 284416
• Type: Registered investment adviser
• Location: 639 CARLE AVENUE, LEWIS CENTER, OH, 43035
• Phone: 614-917-1040
• Latest filing: 2025-03-26
• Regulatory AUM: $95.5M
• Discretionary AUM: $95.5M
• Clients: 4
• Accounts: 649

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284416 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search