Aprio Wealth Management, LLC

Aprio Wealth Management, LLC (CRD# 127333) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,317,815,906 in 1,457 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,318
    MILLION
  • Total Number of Accounts
    1,457
    ACCOUNTS
  • Average Account Value
    $904,472
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, LA, MA, MD, NC, NJ, NY, OH, PA, SC, TN, TX, WA

Financial Advisors at Aprio Wealth Management, LLC
Showing 1 - 10 of 18 top financial advisors.
1
Scott J. Barnas
CRD#: 2587163
2002 Summit Boulevard, Suite 120, Atlanta, GA 30319

Scott Barnas (CRD# 2587163) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 26 years of experience in the finance industry.

2
John A. Bly
CRD#: 5832172
212 West Matthews Street, Suite 102, Matthews, NC 28105

John Bly (CRD# 5832172) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Matthews, NC and has over 13 years of experience in the finance industry.

3
Caroline P. Galbraith
CRD#: 4844641
2002 Summit Boulevard, Suite 120, Atlanta, GA 30319

Caroline Galbraith (CRD# 4844641) 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.

4
Keith M. Greenwald
CRD#: 4896259
2002 Summit Boulevard, Suite 120, Atlanta, GA 30319

Keith Greenwald (CRD# 4896259) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 18 years of experience in the finance industry.

5
Davi Kutner
CRD#: 4315213
2002 Summit Boulevard, Suite 120, Atlanta, GA 30319

Davi Kutner (CRD# 4315213) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 20 years of experience in the finance industry.

6
Marc Leven
CRD#: 5851245
2002 Summit Boulevard, Suite 120, Atlanta, GA 30319

Marc Leven (CRD# 5851245) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 13 years of experience in the finance industry.

7
Michael S. Saulnier
CRD#: 6310288
2002 Summit Boulevard, Suite 120, Atlanta, GA 30319

Michael Saulnier (CRD# 6310288) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 10 years of experience in the finance industry.

8
Richard H. Schriefer
CRD#: 3085092
350 Fifth Avenue, Suite 3920, New York, NY 10118

Richard Schriefer (CRD# 3085092) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in New York, NY and has over 25 years of experience in the finance industry.

9
Phillipe A. Toupin
CRD#: 7004451
212 West Matthews Street, Suite 102, Matthews, NC 28105

Phillipe Toupin (CRD# 7004451) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Matthews, NC and has over 5 years of experience in the finance industry.

10
Adam M. Venokur
CRD#: 4172878
350 Fifth Avenue, Suite 3920, New York, NY 10118

Adam Venokur (CRD# 4172878) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in New York, NY and has over 23 years of experience in the finance industry.

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