SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Aprio Wealth Management, LLC
Atlanta, GA
CRD 127333
Firm filing updated August 18, 2026 ·
- $4.2BAssets
- 1,699Clients
- 32Advisory staff
- 5,258Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals882
- High net worth individuals710
- Pension and profit sharing plans78
- Charities18
- Corporations or other businesses11
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 882 | $247.0 million |
| High net worth individuals | 710 | $3.6 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 78 | $163.5 million |
| Charitable organizations | 18 | $18.3 million |
| Corporations or other businesses not listed above | 11 | $162.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$4.2 billion
- Accounts5,258
- DiscretionaryAll accounts
People
- Employees55
- Advisory staff32
- Broker-dealer reps0
- Licensed insurance agents8
- Planning clients51 to 100
Advisors
23 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 127333, SEC file 801-63326.
- Registered with the SEC as an investment advisor (status date on record: July 9, 2004).
Is Aprio Wealth Management, LLC a fiduciary?
Short answer: Aprio Wealth Management, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
8 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.