{
  "crd_number": 127333,
  "slug": "aprio-wealth-management-llc-atlanta-ga-127333",
  "primary_business_name": "APRIO WEALTH MANAGEMENT, LLC",
  "legal_name": "APRIO WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2004-07-09",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-08-18",
  "carried_forward": false,
  "raum_total": 4154843929.0,
  "raum_discretionary": 4154843929.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 55,
  "advisory_employees": 32,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 18339457.0,
      "count": 18
    },
    "individuals": {
      "raum": 246953231.0,
      "count": 882
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 163454879.0,
      "count": 78
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 3563909346.0,
      "count": 710
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 162187016.0,
      "count": 11
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IL",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "MT",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://linkedin.com/company/aprio",
    "https://linkedin.com/showcase/aprio-wealth-management",
    "https://wealth.aprio.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127333",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/aprio-wealth-management-llc-atlanta-ga-127333",
  "display_name": "Aprio Wealth Management, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Aprio Wealth Management, LLC (CRD 127333): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Aprio Wealth Management, LLC compensated?",
      "a": "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)."
    },
    {
      "q": "Where is Aprio Wealth Management, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Aprio Wealth Management, LLC registered with the SEC or a state?",
      "a": "Aprio Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 127333."
    },
    {
      "q": "How much does Aprio Wealth Management, LLC manage?",
      "a": "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)."
    },
    {
      "q": "How have Aprio Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Aprio Wealth Management, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Aprio Wealth Management, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Aprio Wealth Management, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Aprio Wealth Management, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Aprio Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Registered or notice-filed in AR, DC, MO, NE, NH, NM, OK, OR."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 912520281.0,
      "total_employees": 13,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1312418772.0,
      "total_employees": 16,
      "filing_date": "2022-08-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1317815906.0,
      "total_employees": 22,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1835159664.0,
      "total_employees": 30,
      "filing_date": "2024-08-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2635136991.0,
      "total_employees": 37,
      "filing_date": "2025-06-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 4154843929.0,
      "total_employees": 55,
      "filing_date": "2026-08-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Registered or notice-filed in AR, DC, MO, NE, NH, NM, OK, OR."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in OH."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in WI.",
        "No longer registered or notice-filed in OH."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in DE, HI, KS, KY, MI, MT, UT.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 29, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Empower Financial Services, Inc.",
      "name_as_filed": "EMPOWER FINANCIAL SERVICES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/aprio-wealth-management-llc-atlanta-ga-127333.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 882,
      "fewer_than_5": false,
      "raum": 246953231.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 710,
      "fewer_than_5": false,
      "raum": 3563909346.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 78,
      "fewer_than_5": false,
      "raum": 163454879.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 18,
      "fewer_than_5": false,
      "raum": 18339457.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 11,
      "fewer_than_5": false,
      "raum": 162187016.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127333",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}