Courtney Lynne Holt
Chief Compliance OfficerAprio Wealth Management, LLCCRD 2407791
About Courtney Lynne Holt
Courtney Lynne Holt is listed as Chief Compliance Officer at Aprio Wealth Management, LLC in Atlanta, GA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Aprio Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Courtney Lynne Holt work?
Courtney Lynne Holt is listed as Chief Compliance Officer at Aprio Wealth Management, LLC on SEC Form ADV.
How much of Aprio Wealth Management, LLC does Courtney Lynne Holt own?
Form ADV reports a beneficial ownership band of Under 5%.
Aprio Wealth Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |