Noah Benjamin Marell
Investment adviser representative at Aprio Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Aprio Advisory GroupMar 2025 to now
- Aprio Wealth Management, LLCMar 2025 to now
- The Mather Group, LLCAug 2023 to Jan 2025
- Creative Planning, LLCOct 2022 to Aug 2023
- Wipfli Financial Advisors, LLCJun 2022 to Sep 2022
- Wiplfi Financial Advisors, LLCJun 2018 to May 2022
- Hewins Financial Advisors, LLCApr 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 5721151
- Firm CRD
- 127333