PPrivate Fund Data Log in Join · $37/mo

Keith M Greenwald

Managing Director / Chief Compliance OfficerAprio Wealth Management, LLCCRD 4896259

About Keith M Greenwald

Keith M Greenwald is listed as Managing Director / Chief Compliance Officer at Aprio Wealth Management, LLC in Atlanta, GA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Aprio Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Keith M Greenwald work?

Keith M Greenwald is listed as Managing Director / Chief Compliance Officer at Aprio Wealth Management, LLC on SEC Form ADV.

How much of Aprio Wealth Management, LLC does Keith M Greenwald own?

Form ADV reports a beneficial ownership band of Under 5%.

Aprio Wealth Management, LLC

TitleManaging Director / Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2014
View Aprio Wealth Management, LLC →