Aprio Wealth Management, LLC

Aprio Wealth Management, LLC (CRD# 127333) is a financial advisory firm headquartered in Atlanta, GA. They manage $703,152,503 in 681 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    703
    MILLION
  • Total Number of Accounts
    681
    ACCOUNTS
  • Average Account Value
    $1,032,529
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, NC, TX

Financial Advisors at Aprio Wealth Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Madeleine A. Batson
CRD#: 6838765
5 Concourse Parkway, Suite 1000, Atlanta, GA 30328

Madeleine Batson (CRD# 6838765) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 3 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 10 years of experience in the finance industry.

3
Keith M. Greenwald
CRD#: 4896259
Five Concourse Parkway, Suite 1000, Atlanta, GA 30328

Keith Greenwald (CRD# 4896259) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 15 years of experience in the finance industry.

4
Davi Kutner
CRD#: 4315213
5 Concourse Parkway, Suite 1000, Atlanta, GA 30328

Davi Kutner (CRD# 4315213) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 16 years of experience in the finance industry. Davi Kutner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Marc Leven
CRD#: 5851245
5 Concourse Parkway, Suite 1000, Atlanta, GA 30328

Marc Leven (CRD# 5851245) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 9 years of experience in the finance industry.

6
Michael S. Saulnier
CRD#: 6310288
5 Concourse Parkway, Suite 1000, Atlanta, GA 30328

Michael Saulnier (CRD# 6310288) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 6 years of experience in the finance industry.

7
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 2 years of experience in the finance industry.

8
William G. Whittaker Jr.
CRD#: 6548327
5 Concourse Parkway, Suite 1000, Atlanta, GA 30328

William Whittaker Jr. (CRD# 6548327) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 5 years of experience in the finance industry.

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