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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- PioneerPeak harbor
- Established Date
- 09-30-2016
- Office Locations
- 1
Office Locations
About Aptus Wealth Management, LLC
Aptus Wealth Management, LLC is a fee-only financial planning and wealth management firm focused on delivering unbiased, preservation-minded strategies for clients in or near retirement. The team uses its “Aptus Blueprint” planning process alongside risk-management-first portfolio management, incorporating third-party managers and tax-managed, multi-strategy allocation. Notable for its Aptus Blueprint radio show and partner integrations including Envestnet and Morningstar.
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Owner & Executives
JOSHUA ALLAN PICK
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #3277708
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,509,752 | -- |
| Non-Discretionary | $0 | -- |
| Total | $95,509,752 | -- |
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Separately Managed Accounts
Total SMA Asset: $95,509,752
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $588,448,048 | 26.5% |
| Equity - Exchange | $179,865,253 | 8.1% |
| Cash | $572,904,138 | 25.8% |
| Municipal Bonds | $199,850,281 | 9.0% |
| Corporate - Investment Grade | $239,820,337 | 10.8% |
| U.S. Government/Agency | $439,670,616 | 19.8% |
| Total | $2,220,558,673 | 100.0% |