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).
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Total Assets Under Management1,835MILLION
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Total Number of Accounts2,121ACCOUNTS
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Average Account Value$865,233
- 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
CA, CT, FL, GA, LA, MA, MD, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA
Scott Barnas (CRD# 2587163) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 26 years of experience in the finance industry.
John Bly (CRD# 5832172) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Matthews, NC and has over 13 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 19 years of experience in the finance industry.
Keith Greenwald (CRD# 4896259) 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.
Davi Kutner (CRD# 4315213) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 20 years of experience in the finance industry.
Marc Leven (CRD# 5851245) 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.
Michael Saulnier (CRD# 6310288) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 10 years of experience in the finance industry.
Richard Schriefer (CRD# 3085092) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in New York, NY and has over 25 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 5 years of experience in the finance industry.
Adam Venokur (CRD# 4172878) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.