Aptus Wealth Management, LLC

Aptus Wealth Management, LLC (CRD# 284416) is a financial advisory firm headquartered in Lewis Center, OH. They manage $90,204,998 in 576 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
639 Carle Avenue, Lewis Center, OH 43035
http://www.aptuswealth.com
By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    576
    ACCOUNTS
  • Average Account Value
    $156,606
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, OH, TX

Financial Advisors at Aptus Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Chad Budy, financial advisor Lewis Center OH
Chad P. Budy
CRD#: 6126016
639 Carle Avenue, Lewis Center, OH 43035

Chad Budy (CRD# 6126016) is an Investment Advisor Representative working at Aptus Wealth Management, LLC in Lewis Center, OH and has over 8 years of experience in the finance industry.

2
Joshua Pick, financial advisor Lewis Center OH
Joshua A. Pick
CRD#: 3277708
639 Carle Avenue, Lewis Center, OH 43035

Joshua Pick (CRD# 3277708) is an Investment Advisor Representative working at Aptus Wealth Management, LLC in Lewis Center, OH and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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