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APRIO WEALTH MANAGEMENT, LLC
CRD 127333 · SEC 801-63326
2002 SUMMIT BOULEVARD, SUITE 120, ATLANTA, GA, 30319, United States
Phone
404-892-9651
Fax
678-971-3142
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.15B
Discretionary AUM
$4.15B
Team
55 total employees; 32 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 882 | $247.0M |
| High net worth individuals | 710 | $3.56B |
| Pension/profit sharing plans | 78 | $163.5M |
| Charitable organizations | 18 | $18.3M |
| Corporations/business entities | 11 | $162.2M |
States served
AL, AZ, CA, CO, DE, GA, IL, KS, KY, LA, MD, MA, MI, MN, MT, NV, NJ, NY, NC, OH, PA, SC, TN, UT, VA, WI, WA, TX, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD