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).
Total Assets Under Management1,312MILLION
Total Number of Accounts1,149ACCOUNTS
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
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.
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.