Apricus Wealth LLC
Overview
Apricus Wealth LLC is a 100% employee-owned wealth advisor and investment manager based in Beaufort, South Carolina. The firm offers personalized financial advice and institutional-grade investment management services to a select group of clients. Their advisory practice emphasizes building personal relationships to understand clients' financial goals and simplify their financial lives. The investment management approach focuses on income-centric outcomes, utilizing a rigorous, disciplined, and repeatable process. This includes quantitative screening for favorable operating characteristics, qualitative reviews of company reputation and competitive position, proprietary valuation methodologies, and portfolio construction aimed at risk mitigation. Apricus Wealth is committed to transparency, confidentiality, and a client-focused approach, ensuring that their clients' interests are always prioritized. The firm is registered with the Securities and Exchange Commission (SEC) and adheres to the CFA Institute Code of Ethics and Standards of Professional Conduct, reflecting its dedication to maintaining high professional standards in all its operations.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Apricus Wealth LLC
What sectors does Apricus Wealth LLC invest in?
Apricus Wealth LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in South Carolina, United States. Apricus Wealth LLC is listed as a family office in the ConnectSafely investor database.
What stage does Apricus Wealth LLC invest at?
Apricus Wealth LLC backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 500K - 50M.
Which regions does Apricus Wealth LLC invest in?
Apricus Wealth LLC invests across United States.
What companies has Apricus Wealth LLC invested in?
Apricus Wealth LLC's portfolio includes Apple, Microsoft, Amazon, Johnson & Johnson, ExxonMobil, Procter & Gamble, Visa and Pfizer.
Last updated · Source: ConnectSafely investor database