Danielle Marie Reitz

Employer firm

Aprio Wealth Management, LLC CRD 127333

$4.15B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2006 → 06/2017
  Usaa Financial Advisors, Inc.
  San Antonio, TX
• 06/2006 → 06/2017
  Usaa Financial Planning Services
  San Antonio, TX
• 06/2017 → 10/2018
  Icma-Rc
  Washington, DC
• 10/2018 → 11/2025
  Facet Wealth
  Baltimore, MD
• 02/2026 → Present
  Aprio Wealth Management, Llc
  Atlanta, GA

Previous Registrations

• 2018-10-31 → 2025-11-17
  Facet
  Glen Allen, VA
  West Palm Beach, FL
  Pittsburg, PA
  Pittsburgh, PA
• 2017-08-02 → 2018-10-22
  Missionsquare Retirement
  Glen Allen, VA
  Washington, DC
• 2006-07-13 → 2017-06-22
  Usaa Financial Planning Services
  San Antonio, TX
  Phoenix, AZ

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-01-26

Designations

• Certified Financial Planner

Other Names

• Danielle Marie Reitz
• Danielle M Reitz
• Danielle Marie Cole