Kyle Robert Omery
Investment adviser representative at Aprio Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm assets
Are you Kyle Robert Omery? Claim your profile
Contact this firm
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 Wealth Management, LLCMar 2026 to now
- Corient Private Wealth, LLCApr 2024 to Jan 2026
- Aspiriant, LLCMay 2022 to Mar 2024
- Richwood Investment Advisors, LLCMay 2021 to Aug 2021
- Anthem Inc.Aug 2019 to Dec 2019
- StudentApr 2016 to May 2022
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 8254115
- Firm CRD
- 127333