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APRIEM ADVISORS
CRD 108188 · SEC 801-55371
19200 VON KARMAN AVENUE, SUITE 1050, IRVINE, CA, 92612, United States
Phone
(949) 253-8888
Fax
(949) 253-8891
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.49B
Discretionary AUM
$1.46B
Team
17 total employees; 14 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 716 | $320.7M |
| High net worth individuals | 346 | $1.05B |
| Pension/profit sharing plans | 1 | $26.0M |
| Charitable organizations | 9 | $88.3M |
| Corporations/business entities | 1 | $5.6M |
States served
AZ, CA, CO, ID, MD, MA, NV, NY, OR, PA, WA, TX, NH, HI, FL
All web addresses on file
Official SEC filing: View on IAPD