Aprio Wealth Management, LLC
Firm details
- Headquarters
- Brookhaven, Georgia
- CRD number
- 127333
- Registered since
- July 9, 2004
- Website
- www.aprio.com
- Custodians
- CHARLES SCHWAB & CO., INC., EMPOWER FINANCIAL SERVICES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.78%
- Individuals5.94%
- Pension & Profit Sharing Plans3.93%
- Corporations / Businesses3.9%
- Charitable Organizations0.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Aprio Wealth Management, LLC is an independent registered investment adviser structured as an LLC that positions itself as a capital allocator serving both individual/family and institutional clients. The firm is SEC-registered (initial registration in 2004) and offers a mix of financial planning and portfolio management services, with additional offerings that include pension consulting-related work and educational seminars. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities24%
- Cash & Cash Equivalents6%
- State & Local Bonds4%
- Private Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 296Active vs passive
$2B in ETFs
45%
$902M
46%
$1.1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF (CGGR) | Capital Group | Active | Large Growth | $84.4M | 1,779,873 | 4.20% |
Location
Brookhaven, GA
Dekalb
Location
Brookhaven, GA
Headquartered in Brookhaven, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Dekalb
- Address
- 2002 Summit Blvd
- Time zone
- ET (UTC-5)
- Office locations
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