Aprio Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated April 20, 2026, reports $4.2B in regulatory assets under management, 55 employees, 10 offices, and 5,258 accounts.
Assets Under Management
$4.2B
Employees
55
Offices
10 offices
Total Clients
1,699
Primary office
ATLANTA, GA
2002 SUMMIT BOULEVARD, SUITE 120, ATLANTA, GA, United States
Top client segmentIndividuals represent 51.9% of total clients.
Top client categories% of clientsClients
1
Individuals
51.9%
882
2
HNWI
41.8%
710
3
Pension Plans
4.6%
78
4
Charitable
1.1%
18
5
Corporations
0.6%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.2Bas of April 20, 2026
Discretionary100.0%
$4.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.2B
Total Accounts5,258
10Y AUM Change+$3.8B (+1118.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees55
Clients per Employee31:1
10Y Employee Change+50 (+1000.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.