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APRIO WEALTH MANAGEMENT, LLC

ATLANTA, GA · CRD 127333 · IAPD ↗ · wealth.aprio.com · 404-892-9651

$4.15BRegulatory AUM
32Advisory reps
55Employees
0Clients
51-100Planning clients
0Private funds
39States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
September 2026 — APRIO WEALTH MANAGEMENT, LLC notice-filed in AR, DC, MO, NE, NH, NM, OK, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — APRIO WEALTH MANAGEMENT, LLC added office(s): 14 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2026 — APRIO WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
71
April 2026 — APRIO WEALTH MANAGEMENT, LLC reported RAUM up 58% ($2.64B -> $4.15B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
April 2026 — APRIO WEALTH MANAGEMENT, LLC grew from 24 to 32 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
February 2026 — APRIO WEALTH MANAGEMENT, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
January 2026 — APRIO WEALTH MANAGEMENT, LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — APRIO WEALTH MANAGEMENT, LLC added office(s): 13 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
December 2025 — APRIO WEALTH MANAGEMENT, LLC notice-filed in DE, HI, KS, KY, MI, MT, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
July 2025 — APRIO WEALTH MANAGEMENT, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — APRIO WEALTH MANAGEMENT, LLC notice-filed in AZ, CT, MN, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — APRIO WEALTH MANAGEMENT, LLC added office(s): 12 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2025 — APRIO WEALTH MANAGEMENT, LLC reported RAUM up 44% ($1.84B -> $2.64B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
February 2025 — APRIO WEALTH MANAGEMENT, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
February 2025 — APRIO WEALTH MANAGEMENT, LLC added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
December 2024 — APRIO WEALTH MANAGEMENT, LLC notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2024 — APRIO WEALTH MANAGEMENT, LLC notice-filed in NV, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2024 — APRIO WEALTH MANAGEMENT, LLC reported RAUM up 39% ($1.32B -> $1.84B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
76
April 2024 — APRIO WEALTH MANAGEMENT, LLC grew from 17 to 23 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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