RIA Intel›Advisers›Pennsylvania›AUCTUS WEALTH MANAGEMENT INC.

AUCTUS WEALTH MANAGEMENT INC.

Advisory

PHILADELPHIA, PA

Data as of Jun 2, 2026 · Source: SEC Form ADV

Rank in PA

#1,061

of 1,528 advisers by AUM

Average account

$402K

across 113 accounts

AUM per adviser

$45M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 2, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$45M

Discretionary AUM$0

Non-Discretionary AUM$45M

Discretionary %0%

Total Clients113

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

113 clients

32 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

SCHUYLKILL CAPITAL MANAGEMENT, LLC

PHILADELPHIA, PA

$45M

ZIZZI INVESTMENTS, LLC

$45M

LONGBOAT CAPITAL MANAGEMENT, LLC

$45M

OMNIWEALTH INVESTMENTS LLC

$45M

RETIREMENT COLLABORATIVE LLC

$45M

FS ENERGY ADVISOR, LLC

PHILADELPHIA, PA

$46M

Get the full picture on AUCTUS WEALTH MANAGEMENT INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track AUCTUS WEALTH MANAGEMENT INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans