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Building 2APRIO WEALTH MANAGEMENT, LLC

Map pinATLANTA, GA
Phone404-892-9651
NotebookSEC #801-63326
Total AUM
$4.2B
Employees
55
Clients
1,699

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2002 SUMMIT BOULEVARD
SUITE 120
ATLANTA
GA 30319
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
404-892-9651
Other Offices
10

ReceiptFinancials

Total AUM
$4.2B
Accounts
5,258
Discretionary
$4.2B
Accounts
5,258
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
882
AUM
$247M
HNW Individual Clients
710
AUM
$3.6B
Pension/Profit Sharing Plan Clients
78
AUM
$163.5M
Charitable Organization Clients
18
AUM
$18.3M
Corporation or Business Clients
11
AUM
$162.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDEFLGAHIILKSKYLAMAMDMIMNMTNCNJNVNYOHPASCTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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