John Dalton Lutz
Investment adviser representative at Aprio Wealth Management, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Aprio Advisory GroupJan 2025 to now
- Aprio Wealth Management, LLCJan 2025 to now
- American Top TeamApr 2023 to now
- Apex PensionsJun 2024 to Dec 2024
- Hand Securities, Inc.Sep 2020 to Apr 2023
- Bpas IncJan 2020 to Apr 2023
- UnemployedOct 2018 to Jan 2020
- Cuna Brokerage Services, IncFeb 2016 to Oct 2018
- Cuna Mutual GroupFeb 2016 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 3234794
- Firm CRD
- 127333