William Landis Westenberger
Investment adviser representative at Aprio Wealth Management, LLC
26 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
26 years in the industry.
- Aprio Advisory GroupOct 2025 to now
- Aprio Wealth Management, LLCOct 2025 to now
- Prime Capital Investment Advisors LLCMay 2020 to Oct 2025
- Longer FinancialApr 2019 to Apr 2020
- Keen and CompanyFeb 2019 to Apr 2019
- StudentJan 2000 to Feb 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 7253671
- Firm CRD
- 127333