Richard Herman Schriefer
Investment adviser representative at Aprio Wealth Management, LLC
27 yearsExperience
2 statesRegistered in
$4.2BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
27 years in the industry.
- Aprio Wealth Management, LLCApr 2021 to now
- Aprio Advisory GroupApr 2021 to now
- Aprio Risk Management LLCApr 2021 to now
- Purshe Kaplan Sterling InvestmentsMay 2021 to Nov 2024
- Equitable Advisors, LLCSep 1999 to Apr 2021
- AXA Advisors, LLCSep 1999 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Aprio Wealth Management, LLC
$4.2BAssets managed
1,699Clients
37Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3085092
- Firm CRD
- 127333