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| Keyboard |
| Apriem Advisors
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|---|---|
| CRD # | 108188 |
| SEC # | 801-55371 |
| CIK # | 0001425165 |
| AUM | 1,486.4 M (2026-03-31) |
| Employees | 17 (82% Investors, 0% Brokers) |
| Phone | 949-253-8888 |
| Address | 19200 von Karman Avenue Irvine, CA 92612 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 59.5 | |
| Alphabet Inc | 33.0 | |
| Amazon Com Inc | 19.7 | |
| J P Morgan Chase & Co | 13.1 | |
| Lam Research Corp | 12.0 | |
| Goldman Sachs Group Inc | 11.5 | |
| Agnico Eagle Mines Ltd | 11.2 | |
| Microsoft Corp | 10.9 | |
| Nvidia Corp | 9.3 | |
| Grayscale Bitcoin MINI Trust BTC | 8.6 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 716 | 320.7 |
| (b) Individuals (high net worth individuals) | 346 | 1,045.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 26.0 |
| (h) Charitable organizations | 9 | 88.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 5.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,880 | 1,486.4 |
| By Discretionary | ||
| Discretionary | 2,877 | 1,463.5 |
| Non-Discretionary | 3 | 22.9 |
| Total | 2,880 | 1,486.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 13.7 | |
| United States Persons | 1,472.7 | |
| Total | 2,880 | 1,486.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001425165] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Goehring & Rozencwajg Associates LLC
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|
NY | 1,514.6 M |
|
MLG Wealth Management Inc
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MN | 1,491.3 M |
|
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OK | 1,489.8 M |
|
Archford Capital Strategies LLC
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IL | 1,489.1 M |
|
Allied Investment Advisors LLC
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|
MT | 1,488.0 M |
|
Flexible Plan Investments Ltd
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|
MI | 1,484.1 M |
|
Hottinger & Co Limited
✚
|
1,472.3 M | |
|
Horan Wealth LLC
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|
OH | 1,470.0 M |
|
Activest Wealth Management LLC
✚
|
FL | 1,460.3 M |
|
Martel Wealth Advisors Inc
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|
WA | 1,459.4 M |