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APRIEM ADVISORS

IRVINE, CA · CRD 108188 · IAPD ↗ · apriem.com · (949) 253-8888

$1.48BRegulatory AUM
14Advisory reps
17Employees
0Clients
251-500Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2025 — APRIEM ADVISORS notice-filed in MA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — APRIEM ADVISORS crossed $1B in regulatory AUM ($862.1M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.