Aprio Wealth Management, LLC

Aprio Wealth Management, LLC is an SEC-registered investment advisor established in 1999, offering both discretionary and non-discretionary advisory services. The firm provides tailored investment advice to meet clients' goals, with accounts typically including stocks, bonds, mutual funds, and other securities. Aprio WM also offers financial planning services covering various areas such as investment, retirement, and estate planning. The firm manages over $1.5 billion in client assets on a discretionary basis and over $1 billion on a non-discretionary basis. Clients pay a management fee based on a percentage of assets under management, with a tiered fee schedule. Aprio WM may also charge hourly fees for investment advisory services. The firm does not accept performance-based fees. Minimum investment requirements typically start at $250,000, but the firm reserves the right to waive this minimum. Aprio WM recommends clients use Charles Schwab or Fidelity as custodians for their accounts, providing access to institutional services. Aprio WM does not participate in a wrap fee program and does not provide advice on the voting of client securities. The firm has no disciplinary actions to disclose and has no financial commitments impairing its ability to meet client obligations. Aprio WM has custody of client funds due to fee deduction authority granted by clients. The firm exercises investment discretion over client accounts, subject to specified guidelines. Aprio WM does not provide advice on class action lawsuits involving client securities.