Hedge Fund Database

APRIO WEALTH MANAGEMENT, LLC

Adviser information for APRIO WEALTH MANAGEMENT, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 30
Investment Advisory/Research 23
Registered Broker-Dealer Representatives 2
Registered State Investment Advisers 23
Licensed Agents of an Insurance Company 12
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,900 $1.0B
Non-Discretionary 221 $826.1M
Total 2,121 $1.8B

Clients

Type Number RAUM
Individuals 429 $352.4M
HNW Individuals 152 $620.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 247 $844.3M
Charitable organizations <5 $6.5M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 7 $11.4M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-63326
SEC ERA File Number 801-63326
SEC CIK Numbers 1803519
SEC CRD Numbers 127333
Legal Entity Identifier None

Principal Office

2002 SUMMIT BOULEVARD
SUITE 120
ATLANTA
GA
United States
Monday - Friday, 8:30 AM TO 5:30 PM
Tel: 404-892-9651, Fax: 678-971-3142

Websites

www.wealth.aprio.com/

Chief Compliance Officer

KEITH GREENWALD
CEO, MANAGING MEMBER
2002 SUMMIT BOULEVARD
SUITE 120
ATLANTA
GA
United States
Tel: (770) 353-4769
Fax: 678-971-3142
(Full email address available in API data)

Industry Affiliates

APRIO RISK MANAGEMENT LLC Insurance company or agency
APRIO, LLP Accountant or accounting firm
LSMPT FINANCIAL ADVISORS, LLC Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
GREENWALD, KEITH, M Individual – MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER 04/2014 < 5%
APRIO CAPITAL PARTNERS, LLC Domestic Entity – MANAGING MEMBER 09/2011 > 75%
APRIO HOLDINGS, LLC Domestic Entity APRIO CAPITAL PARTNERS, LLC MEMBER 01/2003 > 75%
KOPELMAN, RICHARD Individual APRIO CAPITAL PARTNERS, LLC MANAGING DIRECTOR 01/2013

No. Employees, Historic

3015020192020202120222023202420256 on 11/26/20196 on 1/16/20207 on 3/30/20207 on 6/3/20207 on 10/15/20207 on 12/22/202013 on 3/31/202116 on 3/24/202216 on 3/24/202216 on 4/20/202216 on 5/27/202216 on 5/27/202216 on 8/30/202216 on 8/30/202216 on 8/30/202216 on 10/17/202216 on 10/24/202216 on 3/3/202322 on 3/31/202322 on 10/16/202322 on 1/2/202422 on 2/7/202430 on 3/29/2024

RAUM, Historic

2B1B02019202020212022202320242025500301312 on 11/26/2019500301312 on 1/16/2020703152503 on 3/30/2020703152503 on 6/3/2020703152503 on 10/15/2020703152503 on 12/22/2020912520281 on 3/31/20211312418772 on 3/24/20221312418772 on 3/24/20221312418772 on 4/20/20221312418772 on 5/27/20221312418772 on 5/27/20221312418772 on 8/30/20221312418772 on 8/30/20221312418772 on 8/30/20221312418772 on 10/17/20221312418772 on 10/24/20221312418772 on 3/3/20231317815906 on 3/31/20231317815906 on 10/16/20231317815906 on 1/2/20241317815906 on 2/7/20241835159664 on 3/29/2024

No. Clients, Historic

90045002019202020212022202320242025298 on 11/26/2019298 on 1/16/2020341 on 3/30/2020341 on 6/3/2020341 on 10/15/2020341 on 12/22/2020409 on 3/31/2021534 on 3/24/2022534 on 3/24/2022534 on 4/20/2022534 on 5/27/2022534 on 5/27/2022534 on 8/30/2022534 on 8/30/2022534 on 8/30/2022534 on 10/17/2022534 on 10/24/2022534 on 3/3/2023692 on 3/31/2023692 on 10/16/2023692 on 1/2/2024692 on 2/7/2024839 on 3/29/2024

Holdings

From latest 13F, filed July 10th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 258K 3K –
ABBOTT LABS COM 257K 2K –
ABBVIE INC COM 676K 4K –
ACCENTURE PLC IRELAND SHS CLASS A 316K 1K –
ADOBE INC COM 469K 845 –
ADVANCED MICRO DEVICES INC COM 371K 2K –
AFLAC INC COM 321K 4K –
ALLSTATE CORP COM 205K 1K –
ALPHABET INC CAP STK CL A 2M 9K –
ALPHABET INC CAP STK CL C 1M 7K –
ALPS ETF TR ALERIAN MLP 2M 38K –
ALTRIA GROUP INC COM 490K 11K –
AMAZON COM INC COM 2M 11K –
AMERICAN CENTY ETF TR US SML CP VALU 11M 128K –
AMERICAN CENTY ETF TR REAL ESTATE ETF 21M 516K –
AMERICAN CENTY ETF TR US EQT ETF 768K 9K –
AMERICAN CENTY ETF TR AVANTIS EMGMKT 375K 6K –
AMERICAN CENTY ETF TR INTL EQT ETF 376K 6K –
AMERICAN EXPRESS CO COM 227K 982 –
AMERICAN TOWER CORP NEW COM 376K 2K –
AMGEN INC COM 357K 1K –
AMPHENOL CORP NEW CL A 375K 6K –
APPLE INC COM 7M 35K –
APPLIED MATLS INC COM 381K 2K –
ARISTA NETWORKS INC COM 234K 668 –
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 424K 37K –
ASML HOLDING N V N Y REGISTRY SHS 668K 653 –
ASTRAZENECA PLC SPONSORED ADR 336K 4K –
AT&T INC COM 551K 29K –
AUTODESK INC COM 227K 917 –
AUTOZONE INC COM 285K 96 –
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 249K 25K –
BANCO SANTANDER S.A. ADR 104K 22K –
BANK AMERICA CORP COM 1M 28K –
BARCLAYS PLC ADR 147K 14K –
BECTON DICKINSON & CO COM 241K 1K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 4K –
BHP GROUP LTD SPONSORED ADS 252K 4K –
BLACKSTONE INC COM 298K 2K –
BOOKING HOLDINGS INC COM 305K 77 –
BRISTOL-MYERS SQUIBB CO COM 231K 6K –
BRITISH AMERN TOB PLC SPONSORED ADR 300K 10K –
BROADCOM INC COM 2M 1K –
CAMBRIA ETF TR EMRG SHAREHLDR 1M 43K –
CATERPILLAR INC COM 292K 878 –
CEMEX SAB DE CV SPON ADR NEW 84K 13K –
CENCORA INC COM 224K 996 –
CERUS CORP COM 26K 15K –
CHEVRON CORP NEW COM 880K 6K –
CINTAS CORP COM 230K 329 –
CISCO SYS INC COM 348K 7K –
COCA COLA CO COM 2M 34K –
COLGATE PALMOLIVE CO COM 248K 3K –
COMCAST CORP NEW CL A 387K 10K –
CONOCOPHILLIPS COM 232K 2K –
COSTCO WHSL CORP NEW COM 1M 2K –
D R HORTON INC COM 275K 2K –
DANAHER CORPORATION COM 325K 1K –
DBX ETF TR XTRACK MSCI EAFE 3M 120K –
DEERE & CO COM 291K 779 –
DELL TECHNOLOGIES INC CL C 222K 2K –
DEUTSCHE BANK A G NAMEN AKT 234K 15K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 3M 99K –
DIMENSIONAL ETF TRUST US REAL ESTATE E 4M 160K –
DIMENSIONAL ETF TRUST US HIGH PROFITAB 71M 2M –
DIMENSIONAL ETF TRUST US EQUITY ETF 2M 31K –
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 52M 2M –
DISNEY WALT CO COM 959K 10K –
DLH HLDGS CORP COM 192K 18K –
DOUBLELINE ETF TRUST OPPORTUNISTIC BD 4M 77K –
DR REDDYS LABS LTD ADR 204K 3K –
DUKE ENERGY CORP NEW COM NEW 270K 3K –
EATON CORP PLC SHS 220K 702 –
ECOLAB INC COM 269K 1K –
ELI LILLY & CO COM 1M 2K –
EXXON MOBIL CORP COM 1M 11K –
FAIR ISAAC CORP COM 217K 146 –
FEDEX CORP COM 333K 1K –
FIDELITY MERRIMACK STR TR TOTAL BD ETF 438K 10K –
FIFTH THIRD BANCORP COM 278K 8K –
FIRST TR EXCH TRD ALPHDX FD EMERG MKT ALPH 745K 31K –
FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 6M 54K –
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 6M 182K –
FIRST TR EXCHANGE-TRADED FD WTR ETF 352K 4K –
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 4M 64K –
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 13M 173K –
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 761K 25K –
FIRST TR LRG CP VL ALPHADEX COM SHS 202K 3K –
GENERAL DYNAMICS CORP COM 311K 1K –
GENERAL ELECTRIC CO COM NEW 202K 1K –
GENUINE PARTS CO COM 208K 2K –
HOME DEPOT INC COM 4M 10K –
HSBC HLDGS PLC SPON ADR NEW 369K 8K –
INTEL CORP COM 309K 10K –
INTERNATIONAL BUSINESS MACHS COM 275K 2K –
INTUIT COM 293K 446 –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 336K 9K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 1M 7K –
INVESCO QQQ TR UNIT SER 1 4M 8K –
IQVIA HLDGS INC COM 268K 1K –
ISHARES GOLD TR ISHARES NEW 604K 14K –
ISHARES INC MSCI EMRG CHN 35M 598K –
ISHARES INC CORE MSCI EMKT 263K 5K –
ISHARES SILVER TR ISHARES 397K 15K –
ISHARES TR SELECT DIVID ETF 851K 7K –
ISHARES TR ESG AW MSCI EAFE 1M 13K –
ISHARES TR MSCI USA QLT FCT 337K 2K –
ISHARES TR 0-5 YR TIPS ETF 205K 2K –
ISHARES TR RUSSELL 3000 ETF 842K 3K –
ISHARES TR PFD AND INCM SEC 3M 82K –
ISHARES TR US TREAS BD ETF 329K 15K –
ISHARES TR RUS 2000 GRW ETF 279K 1K –
ISHARES TR ESG AWRE 1 5 YR 743K 30K –
ISHARES TR U.S. TECH ETF 847K 6K –
ISHARES TR RUS 2000 VAL ETF 783K 5K –
ISHARES TR ESG AWR US AGRGT 1M 24K –
ISHARES TR CORE DIV GRWTH 6M 110K –
ISHARES TR S&P 100 ETF 378K 1K –
ISHARES TR US DIGITAL INFRA 5M 74K –
ISHARES TR BLACKROCK ULTRA 864K 17K –
ISHARES TR CORE US AGGBD ET 500K 5K –
ISHARES TR ESG AWR MSCI USA 228K 2K –
ISHARES TR USD GRN BOND ETF 593K 13K –
ISHARES TR S&P MC 400GR ETF 1M 12K –
ISHARES TR RUS 1000 VAL ETF 3M 17K –
ISHARES TR AGGRES ALLOC ETF 219K 3K –
ISHARES TR RUSSELL 2000 ETF 1M 6K –
ISHARES TR S&P MC 400VL ETF 234K 2K –
ISHARES TR ESG AWRE USD ETF 778K 34K –
ISHARES TR CORE S&P MCP ETF 4M 72K –
ISHARES TR S&P 500 GRWT ETF 928K 10K –
ISHARES TR CORE MSCI EAFE 6M 80K –
ISHARES TR RUS MID CAP ETF 328K 4K –
ISHARES TR RUS 1000 GRW ETF 2M 7K –
ISHARES TR MODERT ALLOC ETF 244K 6K –
ISHARES TR MSCI USA ESG SLC 2M 15K –
ISHARES TR EAFE GRWTH ETF 339K 3K –
ISHARES TR ISHS 1-5YR INVS 1M 25K –
ISHARES TR EAFE VALUE ETF 849K 16K –
ISHARES TR MSCI EAFE ETF 265K 3K –
ISHARES TR RUS MD CP GR ETF 208K 2K –
ISHARES TR CORE S&P500 ETF 3M 5K –
ISHARES U S ETF TR BLACKROCK SHORT 1M 21K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 6M 113K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 6M 110K –
JOHNSON & JOHNSON COM 977K 7K –
JPMORGAN CHASE & CO COM 3M 14K –
KB FINL GROUP INC SPONSORED ADR 404K 7K –
KIMBERLY-CLARK CORP COM 388K 3K –
KLA CORP COM NEW 311K 377 –
KT CORP SPONSORED ADR 151K 11K –
LAM RESEARCH CORP COM 235K 221 –
LLOYDS BANKING GROUP PLC SPONSORED ADR 175K 64K –
LOCKHEED MARTIN CORP COM 222K 475 –
LOWES COS INC COM 414K 2K –
MANULIFE FINL CORP COM 305K 11K –
MARATHON PETE CORP COM 221K 1K –
MARSH & MCLENNAN COS INC COM 369K 2K –
MASTERCARD INCORPORATED CL A 1M 2K –
MCDONALDS CORP COM 509K 2K –
MERCK & CO INC COM 902K 7K –
META PLATFORMS INC CL A 1M 3K –
MICRON TECHNOLOGY INC COM 266K 2K –
MICROSOFT CORP COM 7M 17K –
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 212K 20K –
MIZUHO FINANCIAL GROUP INC SPONSORED ADR 82K 19K –
MONDELEZ INTL INC CL A 297K 5K –
MOODYS CORP COM 290K 690 –
MORGAN STANLEY COM NEW 349K 4K –
NETFLIX INC COM 1M 2K –
NEXTERA ENERGY INC COM 271K 4K –
NOVO-NORDISK A S ADR 702K 5K –
NUSHARES ETF TR NUVEEN ESG LRGCP 440K 5K –
NUVEEN CHURCHILL DIRECT LEND COM SHS 272K 16K –
NVIDIA CORPORATION COM 3M 22K –
ORACLE CORP COM 295K 2K –
OTIS WORLDWIDE CORP COM 287K 3K –
PACER FDS TR US CASH COWS 100 19M 351K –
PALO ALTO NETWORKS INC COM 241K 710 –
PARKER-HANNIFIN CORP COM 251K 497 –
PEPSICO INC COM 739K 4K –
PERIMETER SOLUTIONS SA COMMON STOCK 168K 21K –
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 242K 17K –
PFIZER INC COM 1M 51K –
PHILIP MORRIS INTL INC COM 415K 4K –
PIMCO DYNAMIC INCOME STRATEG COM SHS BEN INT 709K 32K –
PROCTER AND GAMBLE CO COM 1M 9K –
PROGRESSIVE CORP COM 246K 1K –
PROSHARES TR DJ BRKFLD GLB 20M 450K –
PULTE GROUP INC COM 698K 6K –
QUALCOMM INC COM 598K 3K –
RIO TINTO PLC SPONSORED ADR 299K 5K –
ROYAL BK CDA COM 844K 8K –
RTX CORPORATION COM 259K 3K –
RUBICON TECHNOLOGIES INC CL A 5K 40K –
S&P GLOBAL INC COM 396K 889 –
SALESFORCE INC COM 592K 2K –
SASOL LTD SPONSORED ADR 88K 12K –
SCHWAB STRATEGIC TR US LRG CAP ETF 419K 7K –
SCHWAB STRATEGIC TR US LCAP VA ETF 211K 3K –
SCHWAB STRATEGIC TR US LCAP GR ETF 944K 9K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 2M 29K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 466K 3K –
SELECT SECTOR SPDR TR TECHNOLOGY 343K 2K –
SERVICENOW INC COM 271K 344 –
SHELL PLC SPON ADS 251K 3K –
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 386K 11K –
SIBANYE STILLWATER LTD SPONSORED ADR 65K 15K –
SIMPLIFY EXCHANGE TRADED FUN SHORT TERM TREA 21M 986K –
SIMPLIFY EXCHANGE TRADED FUN MBS ETF 8M 164K –
SOUTHERN CO COM 616K 8K –
SPDR DOW JONES INDL AVERAGE UT SER 1 386K 987 –
SPDR GOLD TR GOLD SHS 1M 6K –
SPDR S&P 500 ETF TR TR UNIT 19M 35K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 279K 521 –
SPDR SER TR PRTFLO S&P500 GW 832K 10K –
SPDR SER TR SPDR MSCI USA GE 353K 3K –
STARBUCKS CORP COM 234K 3K –
STRYKER CORPORATION COM 645K 2K –
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 147K 11K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 1M 8K –
TARGET CORP COM 230K 2K –
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 95K 15K –
TELEFONICA S A SPONSORED ADR 65K 16K –
TESLA INC COM 1M 7K –
TEXAS INSTRS INC COM 366K 2K –
THERMO FISHER SCIENTIFIC INC COM 438K 792 –
TJX COS INC NEW COM 240K 2K –
TOTALENERGIES SE SPONSORED ADS 242K 4K –
TOYOTA MOTOR CORP ADS 267K 1K –
TRANSDIGM GROUP INC COM 240K 188 –
TRUIST FINL CORP COM 264K 7K –
TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 77K 10K –
UBS GROUP AG SHS 287K 10K –
ULTRAPAR PARTICIPACOES SA SP ADR REP COM 104K 27K –
UNILEVER PLC SPON ADR NEW 440K 8K –
UNION PAC CORP COM 201K 889 –
UNITED MICROELECTRONICS CORP SPON ADR NEW 95K 11K –
UNITEDHEALTH GROUP INC COM 497K 975 –
VALE S A SPONSORED ADS 329K 29K –
VANGUARD BD INDEX FDS SHORT TRM BOND 228K 3K –
VANGUARD INDEX FDS GROWTH ETF 1M 3K –
VANGUARD INDEX FDS VALUE ETF 444K 3K –
VANGUARD INDEX FDS SMALL CP ETF 406K 2K –
VANGUARD INDEX FDS S&P 500 ETF SHS 482K 963 –
VANGUARD INDEX FDS TOTAL STK MKT 679K 3K –
VANGUARD INDEX FDS MCAP GR IDXVIP 8M 36K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 253K 6K –
VANGUARD MUN BD FDS TAX EXEMPT BD 6M 113K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 644K 13K –
VANGUARD WORLD FD INF TECH ETF 233K 404 –
VANGUARD WORLD FD MEGA GRWTH IND 293K 933 –
VANGUARD WORLD FD COMM SRVC ETF 5M 34K –
VANGUARD WORLD FD HEALTH CAR ETF 21M 81K –
VERIZON COMMUNICATIONS INC COM 586K 14K –
VIATRIS INC COM 137K 13K –
VISA INC COM CL A 1M 5K –
VODAFONE GROUP PLC NEW SPONSORED ADR 294K 33K –
WALMART INC COM 817K 12K –
WASTE MGMT INC DEL COM 214K 1K –
WELLS FARGO CO NEW COM 401K 7K –