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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-13 |
Branch Locations
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 |
|---|---|---|---|---|
| A. Montag & Associates, Inc. | Atlanta | GA | 07/2018 | 10/2025 |
| Unemployed | Marietta | GA | 05/2015 | 07/2018 |
| Aprio Wealth Management, Llc | Atlanta | GA | 10/2025 | Present |
| Aprio Advisory Group | Atlanta | GA | 10/2025 | Present |
(1) Chris has been the owner of rental property, located in West Virginia, since 1993. Time spent is limited to weekend/evenings, approximately 2 hours per month, working remotely with the property manager.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-23 |
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