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).

Current Firm Details
2002 Summit Boulevard, Suite 120, Atlanta, GA 30319
https://www.wealth.aprio.com/
By the Numbers
  • Total Assets Under Management
    1,312
    MILLION
  • Total Number of Accounts
    1,149
    ACCOUNTS
  • Average Account Value
    $1,142,227
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
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, LA, NC, NY, PA, SC, TN, TX

Financial Advisors at Aprio Wealth Management, LLC
Showing 11 - 12 of 12 top financial advisors.
11
Simeon Wallis, financial advisor Atlanta GA
Simeon R. Wallis
CRD#: 2771239
2002 Summit Boulevard, Suite 120, Atlanta, GA 30319

Simeon Wallis (CRD# 2771239) 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.

12
William Whittaker Jr., financial advisor Atlanta GA
William G. Whittaker Jr.
CRD#: 6548327
2002 Summit Boulevard, Suite 120, Atlanta, GA 30319

William Whittaker Jr. (CRD# 6548327) 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.

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