Adam Mitchell Venokur
Investment adviser representative at Aprio Wealth Management, LLC
25 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$4.2BFirm assets
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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
25 years in the industry.
- Aprio Risk Management, LLCApr 2021 to now
- Aprio Wealth Management, LLCApr 2021 to now
- Aprio Advisory GroupJan 2021 to now
- Tarlow & Co., CpaJan 2005 to Jan 2021
- Equitable Advisors, LLCOct 2001 to Apr 2021
- AXA Advisors, LLCOct 2001 to Jun 2020
Designations
- CFP® certification
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 4172878
- Firm CRD
- 127333