Aprio Wealth Management, LLC

Aprio Wealth Management, LLC (CRD# 127333) is a financial advisory firm headquartered in Atlanta, GA. They manage $340,970,000 in 498 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    341
    MILLION
  • Total Number of Accounts
    498
    ACCOUNTS
  • Average Account Value
    $684,679
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.

CA, FL, GA, TX

Financial Advisors at Aprio Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Davi Kutner
CRD#: 4315213
5 Concourse Parkway, Suite 1000, Atlanta, GA 30328
96
Wealthminder
score

Davi Kutner (CRD# 4315213) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 14 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.

2
Keith M. Greenwald
CRD#: 4896259
Five Concourse Parkway, Suite 1000, Atlanta, GA 30328
93
Wealthminder
score

Keith Greenwald (CRD# 4896259) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 13 years of experience in the finance industry.

3
Deborah A. Powell
CRD#: 4024776
5 Concourse Parkway, Suite 1000, Atlanta, GA 30328
93
Wealthminder
score

Deborah Powell (CRD# 4024776) 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.

4
Kelly C. Manning
CRD#: 6345368
5 Concourse Parkway, Suite 1000, Atlanta, GA 30328
92
Wealthminder
score

Kelly Manning (CRD# 6345368) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 2 years of experience in the finance industry. Kelly Manning 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
Michael S. Saulnier
CRD#: 6310288
5 Concourse Parkway, Suite 1000, Atlanta, GA 30328
90
Wealthminder
score

Michael Saulnier (CRD# 6310288) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 4 years of experience in the finance industry.

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