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John Dalton Lutz

Aprio Wealth Management, LLC

Atlanta, GA

CRD 3234794

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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
GA RA APPROVED 2025-07-23
  • GA RA
    APPROVED
    Since 2025-07-23

Branch Locations

2002 Summit Boulevard Suite 120, Atlanta, GA 30319 • 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
Cuna Brokerage Services, Inc Waverly IA 02/2016 10/2018
Cuna Mutual Group Waverly IA 02/2016 10/2018
Bpas Inc Utica NH 01/2020 04/2023
Hand Securities, Inc. Houston TX 09/2020 04/2023
Unemployed Atlanta GA 10/2018 01/2020
American Top Team Sandy Springs GA 04/2023 Present
Apex Pensions Marietta GA 06/2024 12/2024
Aprio Wealth Management, Llc Atlanta GA 01/2025 Present
Aprio Advisory Group Atlanta GA 01/2025 Present
  • 02/2016 → 10/2018
    Cuna Brokerage Services, Inc
    Waverly, IA
  • 02/2016 → 10/2018
    Cuna Mutual Group
    Waverly, IA
  • 01/2020 → 04/2023
    Bpas Inc
    Utica, NH
  • 09/2020 → 04/2023
    Hand Securities, Inc.
    Houston, TX
  • 10/2018 → 01/2020
    Unemployed
    Atlanta, GA
  • 04/2023 → Present
    American Top Team
    Sandy Springs, GA
  • 06/2024 → 12/2024
    Apex Pensions
    Marietta, GA
  • 01/2025 → Present
    Aprio Wealth Management, Llc
    Atlanta, GA
  • 01/2025 → Present
    Aprio Advisory Group
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-03
S63 Uniform Securities Agent State Law Examination 1999-06-14
  • S65 Uniform Investment Adviser Law Examination
    2025-04-03
  • S63 Uniform Securities Agent State Law Examination
    1999-06-14

View on SEC IAPD

Nearby Firms

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HB WEALTH
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Nearby Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON

Nearby Offices

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

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