| Name | Title | Ownership | Since |
|---|---|---|---|
| Aprio Capital Partners, LLC Control | Managing Member | Over 75% | 2011 |
| Keith M Greenwald Control | Managing Director / Chief Compliance Officer | Under 5% | 2014 |
| Aprio Advisory Group, LLC Control | Member | Over 75% | 2024 |
Aprio Wealth Management, LLC reports $2.6 billion in regulatory assets under management on its Form ADV.
Aprio Wealth Management, LLC reports 37 employees.
Aprio Wealth Management, LLC is based in Atlanta, GA and has been SEC-registered since 2004.
Aprio Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2002 Summit Boulevard, Suite 120, Atlanta, GA 30319 |
| Phone | 404-892-9651 |
| Fax | 678-971-3142 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $1.6B |
| Non-discretionary | $1.04B |
| Total (RAUM) | $2.64B |