Aptus Financial, LLC
Aptus Financial, LLC is an SEC-registered wealth manager with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Aptus Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 280033, SEC 801-120751, data through 2026-06-04.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-06-04)
- Firm type
- Wealth Manager
- Employees
- 12
- Clients
- 260
- CRD
- 280033
- Ownership
- BESSETTE, LINDA; QUILLIN, TIMOTHY, JOHN; DUNCAN, CHARLES, MATTHEW; GUTIERREZ, SARAH, CATHERINE; Matthews, Stephanie, Robichaux
How much AUM does Aptus Financial, LLC have?
Aptus Financial, LLC reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-04).
Who owns Aptus Financial, LLC?
Disclosed owners and executives of Aptus Financial, LLC include BESSETTE, LINDA, QUILLIN, TIMOTHY, JOHN, DUNCAN, CHARLES, MATTHEW, GUTIERREZ, SARAH, CATHERINE, Matthews, Stephanie, Robichaux. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.