Aprio Wealth Management, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 127333
· SEC file 801-63326
· Atlanta, GA
· WWW.WEALTH.APRIO.COM
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ADV data as of Jun 29, 2026
- Regulatory AUM
- $4.2B
- Discretionary
- $4.2B
- Clients
- 1,699
- Avg AUM / client
- $2.4M
- Accounts
- 5,258
- Employees
- 55
AUM over time
$215M
$4.2B
Dec 2011
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 882 | $247M | 5.94% |
| High net worth individuals | 710 | $3.6B | 85.8% |
| Pension and profit sharing plans | 78 | $163M | 3.93% |
| Charitable organizations | 18 | $18.3M | 0.44% |
| Corporations and other businesses | 11 | $162M | 3.9% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Gf Health Products, Inc. Employees 401(k) Plan Gf Health Products, Inc. | 2024 | |
| Eci Group 401(k) Plan Eci Construction, Llc | 2024 | |
| Cde Services 401 K Profit Sharing Plan Cde Services, Llc | 2024 | |
| Aprio Advantage Pooled Employer Plan Newport Group, Inc. | 2024 | |
| Omega Construction, Inc. 401(k) Plan Omega Construction, Inc. | 2024 | |
| Mountain River 401(k) Plan Mountain River Trucking Company, Inc. | 2024 | |
| Lewis Marine Supply Llc 401(k) Profit Sharing Plan & Trust Lewis Marine Supply Llc | 2024 | |
| Brixmor Employment Company Llc 401(k) Plan Brixmor Employment Company, Llc | 2024 | |
| Mountville Mills 401(k) Profit Sharing Plan Mountville Mills, Inc. | 2024 | |
| Insider, Inc. 401(k) Plan Insider, Inc. | 2024 | |
| Hellas Construction, Inc 401(k) Plan Hellas Construction, Inc. | 2024 | |
| Proof Of The Pudding By Mgr Inc 401 K Plan Proof Of The Pudding By Mgr, Inc. | 2024 | |
| Nebo Agency, Llc 401(k) Plan Nebo Agency, Llc | 2024 |
People (39)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Keith M Greenwald | Managing Director / Chief Compliance Officer | Mar 2014 (12y) | Less than 5% | |
| Kopelman, Richard | Ceo Of The Managing Member | Aug 2024 (2y) | GP / trustee / elected manager of Aprio Capital Partners, Llc (indirect) | |
| Davi Kutner | Registered representative | CFP | Sep 2015 (11y) | |
| Michael Stephen Saulnier | Registered representative | Nov 2015 (11y) | ||
| Marc Leven | Registered representative | CFP | Jul 2019 (7y) | |
| John Andrew Bly | Registered representative | Nov 2019 (7y) | ||
| Phillipe Alexander Toupin | Registered representative | CFP | Feb 2020 (6y) | |
| Scott Joseph Barnas | Registered representative | CFP Chartered Financial Consultant | Apr 2021 (5y) | |
| Adam Mitchell Venokur | Registered representative | CFP Personal Financial Specialist | Apr 2021 (5y) | |
| Richard Herman Schriefer | Registered representative | Apr 2021 (5y) | ||
| Simeon Roth Wallis | Registered representative | CFA | May 2022 (4y) | |
| Angela Marie Chaney | Registered representative | Jun 2023 (3y) | ||
| Mary Leila Beford | Registered representative | Nov 2023 (3y) | ||
| Matthew Joseph Miller | Registered representative | Jan 2024 (3y) | ||
| Haley Brooke Patterson | Registered representative | CFP | May 2024 (2y) | |
| Srbo Nmn Radisavljevic | Registered representative | CFP | Jan 2025 (2y) | |
| Noah Benjamin Marell | Registered representative | CFP | Mar 2025 (1y) | |
| John Dalton Lutz | Registered representative | Jul 2025 (1y) | ||
| Dylan Matthew Sanders | Registered representative | CFP | Oct 2025 (1y) | |
| William Landis Westenberger | Registered representative | Oct 2025 (1y) | ||
| Randy A Schaller | Registered representative | CFP | Nov 2025 (1y) | |
| Timothy Brian Shmidl | Registered representative | CFP | Nov 2025 (1y) | |
| Eric William Flynn | Registered representative | CFA | Nov 2025 (1y) | |
| Amanda Louise Brown | Registered representative | CFP | Nov 2025 (1y) | |
| Christopher Dean Guinther | Registered representative | Nov 2025 (1y) | ||
| Daniel William Wilson | Registered representative | CFP | Jan 2026 (1y) | |
| Marci Jo Kerr | Registered representative | Jan 2026 (1y) | ||
| Warren Russell Nash | Registered representative | CFP | Jan 2026 (1y) | |
| Victor Myron Krasij | Registered representative | CFA | Jan 2026 (1y) | |
| John Patrick Bohan | Registered representative | CFP | Jan 2026 (1y) | |
| Caroline Paun Dougher | Registered representative | CFP | Jan 2026 (1y) | |
| James Randolph Loving | Registered representative | CFA | Jan 2026 (1y) | |
| Ryan Van Blarcom | Registered representative | CFP | Jan 2026 (1y) | |
| Kyle Robert Omery | Registered representative | CFP | May 2026 (0y) | |
| Hayden Mcconnell | Registered representative | CFP | May 2026 (0y) | |
| Raine A Ayers | Registered representative | May 2026 (0y) | ||
| Isaac David Dickey | Registered representative | CFP | May 2026 (0y) | |
| Danielle Marie Reitz | Registered representative | CFP | Jun 2026 (0y) | |
| Brian Shane Allen | Registered representative | CFP | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Aprio Capital Partners, Llc | Managing Member | Sep 2011 | A | 75% or more |
| Aprio Advisory Group, Llc | Member | Aug 2024 | B | ≈ 56.25% – 100% via Aprio Capital Partners, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Aprio Advisory Group, Llc: 75% – 100% of Aprio Capital Partners, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (13)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Gf Health Products, Inc. Employees 401(k) Plan | Gf Health Products, Inc. | 292 | $23.7M | 01/01/2024 |
| Eci Group 401(k) Plan | Eci Construction, Llc | 0 | $0 | 01/01/2024 |
| Cde Services 401 K Profit Sharing Plan | Cde Services, Llc | 0 | $0 | 01/01/2024 |
| Aprio Advantage Pooled Employer Plan | Newport Group, Inc. | 1,017 | $55.7M | 01/01/2024 |
| Omega Construction, Inc. 401(k) Plan | Omega Construction, Inc. | 135 | $7.9M | 01/01/2024 |
| Mountain River 401(k) Plan | Mountain River Trucking Company, Inc. | 149 | $953K | 01/01/2024 |
| Lewis Marine Supply Llc 401(k) Profit Sharing Plan & Trust | Lewis Marine Supply Llc | 207 | $4.2M | 01/01/2024 |
| Brixmor Employment Company Llc 401(k) Plan | Brixmor Employment Company, Llc | 455 | $110M | 01/01/2024 |
| Mountville Mills 401(k) Profit Sharing Plan | Mountville Mills, Inc. | 987 | $45.1M | 01/01/2024 |
| Insider, Inc. 401(k) Plan | Insider, Inc. | 810 | $91.7M | 01/01/2024 |
| Hellas Construction, Inc 401(k) Plan | Hellas Construction, Inc. | 1,180 | $20.4M | 01/01/2024 |
| Proof Of The Pudding By Mgr Inc 401 K Plan | Proof Of The Pudding By Mgr, Inc. | 254 | $3.2M | 01/01/2024 |
| Nebo Agency, Llc 401(k) Plan | Nebo Agency, Llc | 102 | $6.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $1.6B (39% of AUM) Jun 2026
- Empower Financial Services, Inc. $348M (8% of AUM) Jun 2026
- Gwfs Equities, Inc. $151M (12% of AUM) May 2022
- John Hancock Funds, Llc $131M (10% of AUM) Feb 2024
- Massachusetts Mutual Life Insurance Company $100M (11% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗