Apriem Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

108188

SEC number

801-55371

Firm type

RIA

Assets under management

$1.5B as of Mar 31, 2026

Website

www.apriem.com ↗

Phone

(949) 253-8888

Address

19200 Von Karman Avenue, Irvine, CA, 92612

Advisors at this firm

13 in our index · page 1 of 1

• Rhonda Louise DucoteCRD 2596569 · Irvine, CA
  IA Registered
• Cole Nolan DucoteCRD 6804713 · Irvine, CA
  IA Registered
• Joshua James Umberto GarlandCRD 7055218 · Irvine, CA
  IA Registered
• Mark Keizo IwamotoCRD 1503317 · Irvine, CA
  IA Registered
• Harmon Anson KongCRD 1912783 · Irvine, CA
  IA Registered
  Disclosure event(s) on record
• Kyle Christian KongCRD 7965876 · Irvine, CA
  IA Registered
• Benjamin Chiu-Fung LauCRD 3171887 · Irvine, CA
  IA Registered
  Disclosure event(s) on record
• Jennifer Necir OlsonCRD 5356979 · Irvine, CA
  IA Registered
• Josealfredo Vargas RendonCRD 7442292 · Irvine, CA
  IA Registered
• Megan Elizabeth SchwabCRD 7478103 · Irvine, CA
  IA Registered
• Christopher Alan WhitakerCRD 6620402 · Irvine, CA
  IA Registered
• Kenneth Lloyd WolinCRD 7993492 · Irvine, CA
  IA Registered
• Landon Makoto YoshidaCRD 4437118 · Irvine, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.