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- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-10-2003
- Office Locations
- 19
Office Locations
About Aprio Wealth Management, LLC
Aprio Wealth Management is a registered investment adviser within the Aprio organization, delivering wealth advisory for high-net-worth families, business owners, and entrepreneurs. The team focuses on goals-based planning—tax, estate/legacy, retirement, and business succession—paired with portfolio construction and asset allocation across public funds/ETFs and private funds. Works with major custodians such as Charles Schwab and emphasizes integrated wealth advisory leadership.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KEITH M GREENWALD
Chief Compliance Officer, Chief Executive Officer, MANAGING DIRECTOR, Managing Member, Partner
- CRD
- #4896259
- Ownership
- Less than 5%
COURTNEY LYNNE HOLT
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Brian Shane Allen II
--
- CRD
- #7414841
RAINE A AYERS
--
- CRD
- #6122315
Showing 2 of 39 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,154,843,929 | $790,195 |
| Non-Discretionary | $0 | -- |
| Total | $4,154,843,929 | $790,195 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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