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Warren Russell Nash

Aprio Wealth Management, LLC

Atlanta, GA

Nashville, TN

CRD 7614850

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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:

Current Employers
Aprio Wealth Management, Llc

2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APP_PEND_IARCE 2026-01-01
  • TN RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • United States

4235 Hillsboro Pike #100, Nashville, TN 37215 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aprio Wealth Management, Llc Atlanta GA 07/2022 Present
Aprio Advisory Group Atlanta GA 07/2022 Present
The Commonwealth Group Nashville TN 01/2021 07/2022
Cherry Bekaert, Llp Nashville TN 11/2017 01/2021
Frasier, Dean & Howard, Pllc Nashville TN 12/2015 10/2017
  • 07/2022 → Present
    Aprio Wealth Management, Llc
    Atlanta, GA
  • 07/2022 → Present
    Aprio Advisory Group
    Atlanta, GA
  • 01/2021 → 07/2022
    The Commonwealth Group
    Nashville, TN
  • 11/2017 → 01/2021
    Cherry Bekaert, Llp
    Nashville, TN
  • 12/2015 → 10/2017
    Frasier, Dean & Howard, Pllc
    Nashville, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-29
  • S65 Uniform Investment Adviser Law Examination
    2022-08-29
Designations
  • Certified Financial Planner
Other Names
  • Russ Nash

View on SEC IAPD

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Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
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Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

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