Ruston Jay Wolfe
Financial advisor at Apricus Wealth LLC · Beaufort, SC
Last updated 2026-10-10
Claim your profileRuston Jay Wolfe is a financial advisor at Apricus Wealth LLC in Beaufort, SC, CRD 3166405. IAPD registration began 2023-10-10.
Registration
- CRD number
- 3166405
- Registration status
- Active
- IAPD registration
- 2023-10-10
- Industry Experience
- 3 years
- Work Experience
- 15 years
- States registered
- PA
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- CFP®
Work history
- 2011-05 to 2023-09 · Bryn Mawr Trust · Hershey, PA
- 2023-10 to Present · Apricus Wealth LLC · Beaufort, SC
Current employment
- Apricus Wealth LLC · Beaufort, SC
Apricus Wealth LLC
- Regulatory AUM
- $335,686,442
- Registered advisors
- 4
- Offices
- 4
- Average AUM per client
- $3.4M (Moderate)
- High-net-worth client ratio
- 79.0% (High)
Apricus Wealth LLC: advisors, services and reported ETF investments
About
Ruston Jay Wolfe is a CFP® financial advisor at Apricus Wealth LLC in Beaufort, SC. The latest record indicates 3 years of industry experience and 15 years of reported work history.
Apricus Wealth LLC's firm-level Form ADV reports 4 advisors across 4 offices; approximately 25.0 clients per advisor, average assets per client of $3,356,864, and regulatory AUM of $335.7M; client categories including Individuals (non-HNW) and High net worth individuals; services including Financial Planning Services and Portfolio Management: Individuals and Small Businesses.
PortfolioFuture's firm-level 13F analysis covers $7.2M across 18 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Ruston Jay Wolfe personally.
Reported ETF positions
Apricus Wealth reports 18 ETF positions worth $7.2M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VTV — Vanguard Morningstar Value ETF | $852.5K |
| IJJ — iShares S&P Mid-Cap 400 Value ETF | $755.5K |
| VTI — Vanguard Morningstar Total Stock Market ETF | $620.5K |
| VEA — Vanguard FTSE Developed Markets ETF | $546.3K |
| VGT — Vanguard Information Tech ETF | $537.8K |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Apricus Wealth's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $434.4K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $434.4K | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | VEU — Vanguard FTSE All World Ex US ETF | $259.2K | Top 97.5% | Residual alpha +0.61% · Residual Sharpe 0.03 |
| Diversification Benefits | EMXC — iShares MSCI Emerging Markets ex China ETF | $315.1K | Top 90.3% | Replicability (R²) 82.0% · Residual Sharpe 0.06 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Apricus Wealth LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
Location
2015 Boundary Street, Beaufort, SC 29902
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 610-329-4899
- Website: apricuswealth.com
Official record
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