Aprio Wealth Management
TL;DR
Aprio Wealth Management has provided investment advisory services since 1999 and offers planning, investment management, tax and estate coordination alongside its parent accounting firm.
$4.2 billion
Regulatory AUM
As of ADV filing 2026-08-18
5,258
Accounts / Clients
1,592 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
55
Team Size
employees, 32 advisory
22 yrs
Years Registered
First registered 2004
About Aprio Wealth Management
Aprio Wealth Management has provided investment advisory services since 1999 and offers planning, investment management, tax and estate coordination alongside its parent accounting firm.
Office: 2002 Summit Boulevard, Suite 120, Atlanta, GA 30319.
Best for: families and owners at $250K and up who want planning coordinated with a CPA firm
Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD127333
RegistrationSEC-registered
First registration2004
Regulatory AUM$4.2 billion
ADV filing date2026-08-18
Accounts5,258
Clients1,592 individual and high-net-worth clients
Employees55
Advisory employees32
Fee modelAdvisory fees; ADV 2A discloses optional insurance commissions through affiliated agents
Minimum$250,000 minimum investment, waivable; $2,500 minimum fee (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA, CPA and CRPC named on the team pages
Source: SEC Investment Adviser Public Disclosure, CRD 127333, as of ADV filing 2026-08-18, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Atlanta, GA (2026): rank 6 of 10
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