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- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 10, 2025 and August 18, 2026, reported AUM increased 57.7%, from $2.6B to $4.2B.
Across 5 reported observations, AUM increased 216.6% between October 24, 2022 and August 18, 2026, from $1.3B to $4.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 32 advisory representatives and 1,699 clients, or 53.1 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 19 reported office locations and 23 years in operation. The source data was last updated on August 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
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- Platform
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- Technology
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The full Aprio Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KEITH M GREENWALD
Chief Executive Officer, Partner
- CRD
- #4896259
- Ownership
- Less than 5%
COURTNEY LYNNE HOLT
Chief Compliance Officer, Wealth Management
- 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
SMA allocation detail is available
Aprio Wealth Management, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Aprio Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.