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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Aprio Wealth Management LLC
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|---|---|
| CRD # | 127333 |
| SEC # | 801-63326 |
| CIK # | 0001803519 |
| AUM | $2.6 B (2025-06-12) |
| Employees | 37 (65% Investors, 0% Brokers) |
| Phone | 404-892-9651 |
| Address | 2002 Summit Boulevard Atlanta, GA 30319 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 15.8 | ||
| Apple Inc | 13.5 | ||
| Tesla Motors Inc | 8.0 | ||
| Nvidia Corp | 7.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 497 | 0.5 |
| (b) Individuals (high net worth individuals) | 168 | 1.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 267 | 1.1 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,269 | 2.6 |
| By Discretionary | ||
| Discretionary | 2,017 | 1.6 |
| Non-Discretionary | 252 | 1.0 |
| Total | 2,269 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 2,269 | 2.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001803519] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Certified Advisory Corp
✚
|
FL | 2.7 |
|
Strategic Blueprint LLC
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|
GA | 2.7 |
|
Bill FEW Associates Inc
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|
PA | 2.6 |
|
Oneascent Financial Services LLC
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AL | 2.6 |
|
Capital Counsel LLC
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|
NY | 2.6 |
|
Investment Consulting Group Inc
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|
IA | 2.6 |
|
Vicus Capital Inc
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|
PA | 2.6 |
|
Cooper Financial Group
✚
|
CA | 2.6 |
|
Foster & Motley Inc
✚
|
OH | 2.5 |
|
Truwealth Advisors LLC
✚
|
LA | 2.5 |