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).

Current Firm Details

2002 Summit Boulevard, Suite 120, Atlanta, GA 30319

https://www.wealth.aprio.com/

By the Numbers

Total Assets Under Management

1,835

MILLION
Total Number of Accounts

2,121

ACCOUNTS
Average Account Value

$865,233

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Aprio Wealth Management, LLC

Showing 11 - 18 of 18 top financial advisors.

Mary L. Beford

CRD#: 7739241

2002 Summit Boulevard, Suite 120, Atlanta, GA 30319

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 M. Chaney

CRD#: 7735573

2002 Summit Boulevard, Suite 120, Atlanta, GA 30319

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 J. Kerr

CRD#: 6115995

2002 Summit Boulevard, Suite 120, Atlanta, GA 30319

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 M. Krasij

CRD#: 7705701

111 Rockville Pike, Suite 600, Rockville, MD 20850

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 R. Nash

CRD#: 7614850

2002 Summit Boulevard, Suite 120, Atlanta, GA 30319

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 M. Strobel

CRD#: 5287646

Newberry, FL

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 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 19 years of experience in the finance industry.

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 8 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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