Assets Under Management
$95.5M
Number of Clients
244
Number of Advisors
2
Average Client AUM
$391K
AUM per Advisor
$47.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Aptus Wealth Management provides investment advice and portfolio management services, including review of client objectives, asset allocation strategies, and written investment strategies. They also offer financial planning consulting services covering risk management, investment planning, estate planning, and retirement planning. Services are available to individuals through managed accounts.
639 Carle Avenue, Lewis Center, OH, 43035