Aprio Wealth Management, LLC
Aprio Wealth Management, LLC (CRD# 127333) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,835,159,664 in 2,121 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management1,835MILLION
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Total Number of Accounts2,121ACCOUNTS
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Average Account Value$865,233
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, CT, FL, GA, LA, MA, MD, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA
Mary Beford (CRD# 7739241) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
Angela Chaney (CRD# 7735573) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
Marci Kerr (CRD# 6115995) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
Victor Krasij (CRD# 7705701) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Rockville, MD and has 1 year of experience in the finance industry.
Warren Nash (CRD# 7614850) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
Reid Strobel (CRD# 5287646) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Newberry, FL and has over 16 years of experience in the finance industry.
Simeon Wallis (CRD# 2771239) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 19 years of experience in the finance industry.
William Whittaker Jr. (CRD# 6548327) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 8 years of experience in the finance industry.