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Aprio Wealth Management, LLC CRD 127333
$4.15B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-21 |
| NC | RA | APPROVED | 2020-02-25 |
Branch Locations
212 West Matthews Street Suite 102, Matthews, NC 28105 • United States
2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jones Gregg Financial, Llc | Charlotte | NC | 01/2018 | 12/2019 |
| Jones Gregg Financial, Llc | Charlotte | NC | 08/2018 | 12/2019 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2013 | 12/2017 |
| Cold Call Marketing, Inc. | Charlotte | NC | 01/2014 | 01/2018 |
| Jones Gregg Financial, Llc | Charlotte | NC | 08/2017 | 01/2018 |
| Business Acquisition & Merger Associates | Charlotte | NC | 12/2016 | 05/2017 |
| Aprio Wealth Management, Llc | Atlanta | GA | 02/2020 | Present |
| Aprio Risk Management, Llc | Atlanta | GA | 02/2020 | Present |
| Aprio Advisory Group | Atlanta | GA | 02/2020 | Present |
APRIO RISK MANAGEMENT, LLC; NOT INVESTMENT RELATED; MATTHEWS, NC; INSURANCE AGENT; 2/2020; LESS THAN 5 HRS/MO; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-25 |
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