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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 |
| GA | RA | APPROVED | 2023-11-16 |
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 |
|---|---|---|---|---|
| Aprio Wealth Management, Llc | Atlanta | GA | 01/2023 | Present |
| Aprio Advisory Group | Atlanta | GA | 10/2019 | Present |
| Cliftonlarsonallen Llp | Charlotte | NC | 01/2014 | 09/2019 |
APRIO ADVISORY GROUP POSITION: EMPLOYEE, NATURE: CPA FIRM, INVESTMENT RELATED:NO, NUMBER OF HOURS: 220, SECURITIES TRADING HOURS: 160, START DATE: 10/2019, ADDRESS: ATLANTA, GA, DESCRIPTION: CPA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-14 |
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