Aprio Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

127333

SEC number

801-63326

Firm type

RIA

Assets under management

$4.2B as of Jun 29, 2026

Website

www.wealth.aprio.com ↗

Phone

404-892-9651

Address

2002 Summit Boulevard, Atlanta, GA, 30319

Advisors at this firm

37 in our index · page 1 of 1

• Raine A AyersCRD 6122315 · Atlanta, GA
  IA RegisteredRegistration inactive
• Scott Joseph BarnasCRD 2587163 · Atlanta, GA
  IA RegisteredRegistration inactive
• Mary Leila BefordCRD 7739241 · Atlanta, GA
  IA Registered
• John Andrew BlyCRD 5832172 · Matthews, NC
  IA RegisteredRegistration inactive
• John Patrick BohanCRD 5241394 · Littleton, CO
  IA RegisteredRegistration inactive
• Amanda Louise BrownCRD 7305634 · Overland Park, KS
  IA Registered
• Angela Marie ChaneyCRD 7735573 · Punta Gorda, FL
  IA Registered
• Caroline Paun DougherCRD 4844641 · Nashville, TN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Isaac David DickeyCRD 7283999 · Overland Park, KS
  IA Registered
• Eric William FlynnCRD 5640707 · Bozeman, MT
  IA Registered
• Keith M GreenwaldCRD 4896259 · Greenwood Village, CO
  IA RegisteredRegistration inactive
• Christopher Dean GuintherCRD 2583504 · Atlanta, GA
  IA Registered
• Marci Jo KerrCRD 6115995 · Walnut Creek, CA
  IA Registered
• Victor Myron KrasijCRD 7705701 · Rockville, MD
  IA Registered
• Davi KutnerCRD 4315213 · Atlanta, GA
  IA RegisteredRegistration inactive
• Marc LevenCRD 5851245 · Philadelphia, PA
  IA RegisteredRegistration inactive
• James Randolph LovingCRD 6520652 · Atlanta, GA
  IA Registered
• John Dalton LutzCRD 3234794 · Atlanta, GA
  IA RegisteredRegistration inactive
• Noah Benjamin MarellCRD 5721151 · Minneapolis, MN
  IA Registered
• Hayden McconnellCRD 7422002 · Atlanta, GA
  IA RegisteredRegistration inactive
• Matthew Joseph MillerCRD 6221981 · Atlanta, GA
  IA RegisteredRegistration inactive
• Warren Russell NashCRD 7614850 · Nashville, TN
  IA Registered
• Kyle Robert OmeryCRD 8254115 · Chicago, IL
  IA Registered
• Haley Brooke PattersonCRD 7400019 · Atlanta, GA
  IA RegisteredRegistration inactive
• Srbo Nmn RadisavljevicCRD 2806101 · Schaumburg, IL
  IA Registered
  Disclosure event(s) on record
• Danielle Marie ReitzCRD 2996518 · Pittsburgh, PA
  IA RegisteredRegistration inactive
• Dylan Matthew SandersCRD 6249474 · Honolulu, HI
  IA Registered
• Michael Stephen SaulnierCRD 6310288 · Atlanta, GA
  IA RegisteredRegistration inactive
• Randy A SchallerCRD 4909603 · Overland Park, KS
  IA RegisteredRegistration inactive
• Richard Herman SchrieferCRD 3085092 · New York, NY
  IA RegisteredRegistration inactive
• Timothy Brian ShmidlCRD 1886210 · Overland Park, KS
  IA RegisteredRegistration inactive
• Phillipe Alexander ToupinCRD 7004451 · Matthews, NC
  IA Registered
• Adam Mitchell VenokurCRD 4172878 · New York, NY
  IA RegisteredRegistration inactive
• Ryan Van BlarcomCRD 7006804 · Brookfield, WI
  IA Registered
• Simeon Roth WallisCRD 2771239 · Atlanta, GA
  IA Registered
• Daniel William WilsonCRD 2810851 · Lake Mills, WI
  IA RegisteredRegistration inactive
• William Landis WestenbergerCRD 7253671 · Atlanta, GA
  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.