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| Keyboard |
| Aprio Wealth Management LLC
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|---|---|
| CRD # | 127333 |
| SEC # | 801-63326 |
| CIK # | 0001803519 |
| AUM | 4,154.8 M (2026-06-29) |
| Employees | 55 (58% Investors, 0% Brokers) |
| Phone | 404-892-9651 |
| Address | 2002 Summit Boulevard Atlanta, GA 30319 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 24.8 | ||
| Microsoft Corp | 20.5 | ||
| Nvidia Corp | 17.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 882 | 0.2 |
| (b) Individuals (high net worth individuals) | 710 | 3.6 |
| (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 | 78 | 0.2 |
| (h) Charitable organizations | 18 | 0.0 |
| (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 | 11 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 5,258 | 4.2 |
| By Discretionary | ||
| Discretionary | 5,258 | 4.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,258 | 4.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.1 | |
| Total | 5,258 | 4.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001803519] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail, Research |
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