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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-04-2020
- Office Locations
- 4
Office Locations
About Apricus Wealth LLC
Apricus Wealth LLC is a 100% employee-owned wealth advisor and investment manager serving a select group of clients with confidential, relationship-based planning. The firm pairs that advisory work with an institutional-grade, income-centric equity process focused on high-quality, shareholder-rewarding companies, using quantitative screening, qualitative diligence, a proprietary valuation template, and risk-aware portfolio construction. Team members invest alongside clients; accounts are custodied with Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSEPH J COSTIGAN
Chief Compliance Officer, Director, FOUNDER, President
- CRD
- #4577597
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ERNEST E. CECILIA
Advisor
- CRD
- #4345960
JAMES EDWARD GIBSON
Partner
- CRD
- #2682807
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $335,686,442 | $1,316,417 |
| Non-Discretionary | $0 | -- |
| Total | $335,686,442 | $1,316,417 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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