Aprio Wealth Management is an investment advisor in Atlanta with $1.31 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
582484343
SEC advisor number
801-63326
FINRA CRD number
127333
AUM ?
$1.84 bn
(as of 29 Mar 24)
Accounts
2,121
(as of 29 Mar 24)
Employees
30
(23 investment advisory or research)
Address
Aprio Wealth Management
5 CONCOURSE PKWY, SUITE 1000
ATLANTA
GA 30328
5 CONCOURSE PKWY, SUITE 1000
ATLANTA
GA 30328
Phone
7703534759
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
13F-HR
Quarterly holdings report by institutional manager
11 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22