Aprio Wealth Management, LLC

RIASEC RegisteredEst. 2004
Total AUM
$4.2B
Discretionary
$4.2B
100% of AUM
Avg account
$790K
Accounts
5,258
Employees
55
Advisory reps
39

Firm details

Headquarters
Brookhaven, Georgia
CRD number
127333
Registered since
July 9, 2004
Website
www.aprio.com
Custodians
CHARLES SCHWAB & CO., INC., EMPOWER FINANCIAL SERVICES, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI85.78%
  • Individuals5.94%
  • Pension & Profit Sharing Plans3.93%
  • Corporations / Businesses3.9%
  • Charitable Organizations0.44%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Aprio Wealth Management, LLC is an independent registered investment adviser formed in 2004 and organized as an LLC. The firm serves both individual/family and institutional clients and operates as a capital allocator, providing financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. Aprio is not an active ESG investor and is not registered as a multi-state adviser under the snapshot data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 61%, Exchange Traded Equities 24%, Cash & Cash Equivalents 6%, State & Local Bonds 4%, Private Funds 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Other 1%61%
  • Public Funds/Mutual Funds61%
  • Exchange Traded Equities24%
  • Cash & Cash Equivalents6%
  • State & Local Bonds4%
  • Private Funds2%

Owners & executives

3 of 6
  • Eric Flynn

    Eric Flynn

    Chief Wealth OfficerCRD 5640707

  • Haley Hanson

    Haley Hanson

    Financial Planning CoordinatorCRD 7400019

  • Courtney Tomlin

    Courtney Tomlin

    Chief Compliance OfficerCRD 2407791

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Contacts

3 of 33
  • Timothy Shmidl

    Timothy Shmidl

    Wealth AdvisorCRD 1886210

  • Marci Kerr

    Marci Kerr

    Regional LeaderCRD 6115995

  • Amanda Brown

    Amanda Brown

    Financial PlannerCRD 7305634

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 287

Active vs passive

$1.9B in ETFs

Passive

41%

$780M

Active

50%

$1.1B

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US HIGH PROFITABILITY ETF (DUHP)DimensionalActiveLarge Blend$98.3M2,354,5735.19%
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Location

Primary office

Brookhaven, GA

Dekalb

Location

Brookhaven, GA

Headquartered in Brookhaven, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Dekalb
Address
2002 Summit Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth