Simplicity Group Holdings Acquires Aptus Wealth
August 21, 2025
Simplicity Group Holdings has acquired Aptus Wealth, a Registered Investment Advisor based in Lewis Center, Ohio. Josh Pick, founder of Aptus Wealth, will join Simplicity as a partner and Aptus Wealth will operate as Simplicity Wealth Advisors, integrating into Simplicity's wealth platform and proprietary materials.
- Buyers
- Simplicity Group Holdings
- Targets
- Aptus Wealth
- Industry
- Financial Services
- Location
- Ohio, United States
- Transaction Type
- Buyout
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