Aprio Wealth Management, LLC
Aprio Wealth Management, LLC (CRD# 127333) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,312,418,772 in 1,149 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management1,312MILLION
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Total Number of Accounts1,149ACCOUNTS
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Average Account Value$1,142,227
- 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
AZ, CA, FL, GA, LA, NC, NY, PA, SC, TN, TX
Scott Barnas (CRD# 2587163) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 25 years of experience in the finance industry. Scott Barnas 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.
John Bly (CRD# 5832172) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Matthews, NC and has over 11 years of experience in the finance industry.
Caroline Galbraith (CRD# 4844641) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 17 years of experience in the finance industry. Caroline Galbraith 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.
Keith Greenwald (CRD# 4896259) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 17 years of experience in the finance industry.
Davi Kutner (CRD# 4315213) 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. 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.
Marc Leven (CRD# 5851245) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 11 years of experience in the finance industry. Marc Leven 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.
Michael Saulnier (CRD# 6310288) 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.
Richard Schriefer (CRD# 3085092) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, NY and has over 23 years of experience in the finance industry.
Phillipe Toupin (CRD# 7004451) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Matthews, NC and has over 4 years of experience in the finance industry.
Adam Venokur (CRD# 4172878) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in New York, NY and has over 22 years of experience in the finance industry. Adam Venokur 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.