Aprio Wealth Management, LLC
● SEC registered since 2004CRD 127333SEC# 801-63326Atlanta, GA
Reg. AUM
$4.15B
Employees
55
Accounts
5,258
Location
Atlanta, GA
Aprio Wealth Management, LLC assets under management
Aprio Wealth Management, LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2004. It reports $4.2 billion in regulatory assets under management and employs 55 people.
Aprio Wealth Management, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aprio Capital Partners, LLC Control | Managing Member | Over 75% | 2011 |
| Courtney Lynne Holt | Chief Compliance Officer | Under 5% | 2026 |
| Keith M Greenwald Control | Managing Director | Under 5% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Aprio Wealth Management, LLC manage?
Aprio Wealth Management, LLC reports $4.2 billion in regulatory assets under management on its Form ADV.
How many employees does Aprio Wealth Management, LLC have?
Aprio Wealth Management, LLC reports 55 employees.
Where is Aprio Wealth Management, LLC located?
Aprio Wealth Management, LLC is based in Atlanta, GA and has been SEC-registered since 2004.
Does Aprio Wealth Management, LLC disclose fund performance?
Aprio Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2002 Summit Boulevard, Suite 120, Atlanta, GA 30319 |
| Phone | 404-892-9651 |
| Fax | 678-971-3142 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.15B▲ 126%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$4.15Bregulatory AUM
Discretionary $4.15B