APRIO WEALTH MANAGEMENT, LLC

2002 Summit Boulevard
Suite 120
Atlanta, Georgia 30319
Tel: 404-892-9651

About APRIO WEALTH MANAGEMENT, LLC

APRIO WEALTH MANAGEMENT, LLC, formally registered with the SEC as APRIO WEALTH MANAGEMENT, LLC. The firm was established in 07/09/2004. They have over 13 offices throughout the country.

APRIO WEALTH MANAGEMENT, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $1,835,159,664 assets under management, offering retirement planning & investment advisory services to 2121 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127333
SEC#	801-63326
Assets Managed by Firm	$1,835,159,664
No. of Clients	2121
No. of Advisors	30

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2121	$1,835,159,664
Individuals (other than high net worth individuals)	429	$352,445,621
High net worth individuals	152	$620,490,590
Pension and profit sharing plans	247	$844,260,703
Charitable organizations	4	$6,524,313
Corporations or other businesses	7	$11,438,437

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