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 organized as an LLC and SEC-registered since 2004. The firm positions itself as a capital allocator for both individuals and families as well as select institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support, and educational seminars/workshops. Fee arrangements are flexible across percentage-of-AUM, hourly, and fixed-fee engagements. The firm is not identified as an active ESG investor and lists relationships with other industry participants such as other investment advisers, accountants, insurance companies, and pension consultants.
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
3 of 6ERIC FLYNN
Chief Wealth OfficerCRD 5640707
Haley Hanson
Financial Planning CoordinatorCRD 7400019
Courtney Tomlin
Chief Compliance OfficerCRD 2407791
Contacts
3 of 31TIMOTHY SHMIDL
Wealth AdvisorCRD 1886210
MARCI KERR
Regional LeaderCRD 6115995
Amanda Brown
Financial PlannerCRD 7305634
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 292Active vs passive
$1.7B in ETFs
36%
$623M
55%
$1.1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US HIGH PROFITABILITY ETF (DUHP) | Dimensional | Active | Large Blend | $90.3M | 2,456,423 | 5.16% |
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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