Phillipe Alexander Toupin
Investment adviser representative at Aprio Wealth Management, LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Aprio Advisory GroupFeb 2020 to now
- Aprio Risk Management, LLCFeb 2020 to now
- Aprio Wealth Management, LLCFeb 2020 to now
- Jones Gregg Financial, LLCAug 2017 to Dec 2019
- Business Acquisition & Merger AssociatesDec 2016 to May 2017
- Cold Call Marketing, Inc.Jan 2014 to Jan 2018
- University of North Carolina At CharlotteAug 2013 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7004451
- Firm CRD
- 127333