RIA Intel›Advisers›Georgia›APRIO WEALTH MANAGEMENT, LLC

APRIO WEALTH MANAGEMENT, LLC

Advisory

N·ATLANTA, GA

Data as of Feb 3, 2026 · Source: SEC Form ADV

Total AUM

$2.6B

1-Year AUM Growth

+43.6%

3-Year CAGR

+26.0%

Employees

24

Assets Under Management

Total AUM$2.6B

Discretionary AUM$1.6B

Non-Discretionary AUM$1.0B

Discretionary %60.5%

Total Clients946

Team

Total Employees24

Investment Advisers37

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record70

First FilingJun 29, 2004

Latest FilingFeb 3, 2026

🔒 Full AUM trend chart and 70 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on APRIO WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.