APRIO WEALTH MANAGEMENT, LLC

ATLANTA, Georgia·6 registered advisors·CRD# 127333
SEC# 801-6332611404-892-9651
01

Firm Overview

AUM
$1.8B
Regulatory assets under management
Employees
30
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at APRIO WEALTH MANAGEMENT, LLC

6 registered advisors
Deborah A Powell
ATLANTA, Georgia
Dorothy Stanton
ATLANTA, Georgia
Jana Schell Scott
ATLANTA, Georgia
Keith M Greenwald
ATLANTA, Georgia
Lauren Bode Taraboulos
ATLANTA, Georgia
Niraj Nicholas Bhandari
ATLANTA, Georgia
05

Office Locations

ATLANTA, Georgia
6 advisors

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Data sourced from SEC Form ADV filings. APRIO WEALTH MANAGEMENT, LLC (CRD# 127333) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.