| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Chiu-Fung Lau Control | Vice President, Chief Investment Officer, Director, Trustee Of Lau Family Trust | 10-25% | 2010 |
| Christopher Alan Whitaker Control | Chief Wealth Manager | Under 5% | 2025 |
| Ducote Family Trust Dated 8/28/2001 Control | Shareholder | 10-25% | 2010 |
Apriem Advisors reports $1.2 billion in regulatory assets under management on its Form ADV.
Apriem Advisors reports 17 employees.
Apriem Advisors is based in Irvine, CA and has been SEC-registered since 1998.
Apriem Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 19200 von Karman Avenue, Suite 1050, Irvine, CA 92612 |
| Phone | (949) 253-8888 |
| Fax | (949) 253-8891 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $1.22B |
| Non-discretionary | $11.8M |
| Total (RAUM) | $1.23B |