Aprio Wealth Management LLC
Legal Name: APRIO WEALTH MANAGEMENT, LLC
Full Contact Details
Aprio Wealth Management LLC
5 CONCOURSE PARKWAY, SUITE 1000, ATLANTA, GA
404-898-7518
678-971-3142
Other Info
Aprino Wealth Management, LLC is a US Securities and Exchange Commission approved wealth management firm that has been in existence since 2004. It is a Delaware registered limited liability company that employs six people, four of whom are in advisory roles. While the number of clients it serves is unknown, it remains a reputable wealth management firm with a proven track record of delivering top-notch services to its clients.
Financial Consulting and CPA Firm | Aprio
Aprio, a financial consulting and CPA firm, is passionate for what’s next with industry expertise and insights that help businesses thrive.
Direct Owners
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APRIO CAPITAL PARTNERS, LLC
MANAGING MEMBER owns 75% or more
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DEBORAH A POWELL
CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS owns less than 5%
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KEITH M GREENWALD
MANAGING DIRECTOR owns less than 5%
Indirect Owners
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APRIO HOLDINGS, LLC
MEMBER owns 75% or more
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RICHARD KOPELMAN
MANAGING DIRECTOR