AdvisorCensus / Financial advisors / Georgia / Atlanta / Aprio Wealth Management, LLC
Aprio Wealth Management, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2004, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 18, 2026.
Quick answers
From the filingHow is Aprio Wealth Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Aprio Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Aprio Wealth Management, LLC located?
Aprio Wealth Management, LLC's principal office is in Atlanta, GA, according to its Form ADV; the September 2026 filing also lists 8 other offices (Schedule D, Section 1.F).
Is Aprio Wealth Management, LLC registered with the SEC or a state?
Aprio Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 127333.
How much does Aprio Wealth Management, LLC manage?
Aprio Wealth Management, LLC reports $4,154,843,929 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (100% discretionary).
How have Aprio Wealth Management, LLC's assets and staff changed since 2021?
In the Form ADV data for Aprio Wealth Management, LLC: Regulatory assets under management: $912,520,281 in the October 2021 data and $4,154,843,929 in the October 2026 data, up 355%. Total employees: 13 in October 2021 and 55 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Aprio Wealth Management, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (882); high net worth individuals (710); pension and profit sharing plans (but not the plan participants or government pension plans) (78).
Which custodians does Aprio Wealth Management, LLC use?
Aprio Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Empower Financial Services, Inc. as custodians holding 10% or more of its separately managed account assets.
Does Aprio Wealth Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/127333
Does Aprio Wealth Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated June 29, 2026 says: "Aprio WM generally requires a minimum investment of $250,000 to open and maintain an advisory relationship. Aprio WM reserves the right to waive the minimum requirement."
What changed in Aprio Wealth Management, LLC's recent Form ADV filings?
In the September 2026 filing data: Registered or notice-filed in AR, DC, MO, NE, NH, NM, OK, OR.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $250,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Aprio WM generally requires a minimum investment of $250,000 to open and maintain an advisory relationship. Aprio WM reserves the right to waive the minimum requirement.
As stated in the firm's Form ADV Part 2A brochure dated June 29, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$4,154,843,929 as of October 2026, filing dated August 18, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2004 (22 years)
- Employees
- Total: 55. Performing investment advisory functions: 32.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
8 other offices, as of the September 2026 filing
- States registered or notice-filed
-
39 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $4,154,843,929 | 55 | August 18, 2026 |
| October 2025 | $2,635,136,991 | 37 | June 12, 2025 |
| October 2024 | $1,835,159,664 | 30 | August 1, 2024 |
| October 2023 | $1,317,815,906 | 22 | March 31, 2023 |
| October 2022 | $1,312,418,772 | 16 | August 30, 2022 |
| October 2021 | $912,520,281 | 13 | March 31, 2021 |
Regulatory assets under management: $912,520,281 in the October 2021 data and $4,154,843,929 in the October 2026 data, up 355%.
Total employees: 13 in October 2021 and 55 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Registered or notice-filed in AR, DC, MO, NE, NH, NM, OK, OR.
- May 2026
- Added an office in Greenwood Village, CO.
- No longer lists an office in Boise, ID.
- No longer lists an office in Chula Vista, CA.
- No longer lists an office in Denver, CO.
- No longer lists an office in Fairfield, NJ.
- No longer lists an office in Newberry, FL.
- April 2026
- Employees performing advisory functions went from 24 to 32.
- Regulatory assets under management went from $2,635,136,991 to $4,154,843,929 (+58%).
- Added an office in Overland Park, KS.
- Updated its list of owners and control persons (Schedule A).
- March 2026
- Updated its list of owners and control persons (Schedule A).
- February 2026
- Registered or notice-filed in OH.
- January 2026
- Registered or notice-filed in WI.
- No longer registered or notice-filed in OH.
- December 2025
- Registered or notice-filed in DE, HI, KS, KY, MI, MT, UT.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Aprio Wealth Management, LLC (CRD 127333): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/aprio-wealth-management-llc-atlanta-ga-127333