APRIO WEALTH MANAGEMENT, LLC
CRD #127333 SEC #801-63326 ATLANTA, GA 404-892-9651
SEC Registered
Total AUM
$2.6B
Discretionary
$1.6B
Employees
37
Clients
11
Accounts
2,269
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.6B | $1.6B | $1B | 37 | 0 |
| Nov 2025 | $2.6B | $1.6B | $1B | 37 | 0 |
| Nov 2025 | $2.6B | $1.6B | $1B | 37 | 0 |
| Oct 2025 | $2.6B | $1.6B | $1B | 37 | 0 |
| Jun 2025 | $2.6B | $1.6B | $1B | 37 | 0 |
| Apr 2025 | $2.6B | $1.6B | $1B | 37 | 0 |
| Apr 2025 | $2.6B | $1.6B | $1B | 37 | 0 |
| Mar 2025 | $2.6B | $1.6B | $1B | 37 | 0 |
| Jan 2025 | $1.8B | $1B | $826.1M | 30 | 0 |
| Nov 2024 | $1.8B | $1B | $826.1M | 30 | 0 |
| Nov 2024 | $1.8B | $1B | $826.1M | 30 | 0 |
| Aug 2024 | $1.8B | $1B | $826.1M | 30 | 0 |
| May 2024 | $1.8B | $1B | $826.1M | 30 | 0 |
| Mar 2024 | $1.8B | $1B | $826.1M | 30 | 0 |
| Feb 2024 | $1.3B | $754.2M | $563.7M | 22 | 0 |
| Jan 2024 | $1.3B | $754.2M | $563.7M | 22 | 0 |
| Oct 2023 | $1.3B | $754.2M | $563.7M | 22 | 0 |
| Mar 2023 | $1.3B | $754.2M | $563.7M | 22 | 0 |
| Mar 2023 | $1.3B | $726.7M | $585.7M | 16 | 0 |
| Oct 2022 | $1.3B | $726.7M | $585.7M | 16 | 0 |
| Oct 2022 | $1.3B | $726.7M | $585.7M | 16 | 0 |
| Aug 2022 | $1.3B | $726.7M | $585.7M | 16 | 0 |
| May 2022 | $1.3B | $726.7M | $585.7M | 16 | 0 |
| Apr 2022 | $1.3B | $726.7M | $585.7M | 16 | 0 |
| Mar 2022 | $1.3B | $726.7M | $585.7M | 16 | 0 |
| Mar 2021 | $912.5M | $502.4M | $410.2M | 13 | 0 |
| Dec 2020 | $703.2M | $369.2M | $333.9M | 7 | 0 |
| Oct 2020 | $703.2M | $369.2M | $333.9M | 7 | 0 |
| Jun 2020 | $703.2M | $369.2M | $333.9M | 7 | 0 |
| Mar 2020 | $703.2M | $369.2M | $333.9M | 7 | 0 |
| Jan 2020 | $500.3M | $261.2M | $239.1M | 6 | 0 |
| Nov 2019 | $500.3M | $261.2M | $239.1M | 6 | 0 |
| Mar 2019 | $500.3M | $261.2M | $239.1M | 6 | 0 |
| Sep 2018 | $444.3M | $224.4M | $219.9M | 7 | 0 |
| Aug 2018 | $444.3M | $224.4M | $219.9M | 7 | 0 |
| Jul 2018 | $444.3M | $224.4M | $219.9M | 7 | 0 |
| Mar 2018 | $444.3M | $224.4M | $219.9M | 7 | 0 |
| Apr 2017 | $341M | $168.9M | $172.1M | 5 | 300 |
| Jan 2017 | $341M | $168.9M | $172.1M | 5 | 300 |
| Feb 2016 | $248.2M | $142M | $106.2M | 6 | 200 |
| Aug 2015 | $233.4M | $128.1M | $105.3M | 7 | 200 |
| Mar 2015 | $215.1M | $119.4M | $95.6M | 6 | 200 |
| Mar 2015 | $215.1M | $119.4M | $95.6M | 6 | 200 |
| Oct 2014 | $407.3M | $346M | $61.3M | 7 | 200 |
| May 2014 | $407.3M | $346M | $61.3M | 12 | 700 |
| May 2014 | $407.3M | $346M | $61.3M | 12 | 700 |
| Apr 2014 | $407.3M | $346M | $61.3M | 12 | 700 |
| Apr 2014 | $407.3M | $346M | $61.3M | 12 | 700 |
| Mar 2014 | $407.3M | $346M | $61.3M | 12 | 700 |
| Dec 2013 | $377.1M | $282.2M | $94.9M | 16 | 700 |
| Jun 2013 | $377.1M | $282.2M | $94.9M | 16 | 700 |
| Mar 2013 | $377.1M | $282.2M | $94.9M | 16 | 700 |
| Feb 2013 | $381.5M | $375.8M | $5.8M | 14 | 450 |
| Dec 2012 | $381.5M | $375.8M | $5.8M | 14 | 450 |
| Mar 2012 | $381.5M | $375.8M | $5.8M | 11 | 450 |
| Jan 2012 | $337M | $260M | $77M | 11 | 450 |
| Apr 2011 | $337M | $260M | $77M | -- | -- |
| Apr 2011 | $337M | $260M | $77M | -- | -- |
| Mar 2011 | $337M | $260M | $77M | -- | -- |
| Sep 2010 | $346.3M | $172.8M | $173.5M | -- | -- |
| Jul 2010 | $346.3M | $172.8M | $173.5M | -- | -- |
| Mar 2008 | $257M | $110M | $147M | 10 | -- |
| Sep 2007 | $119.7M | $119.7M | $0 | 10 | -- |
| Sep 2007 | $119.7M | $119.7M | $0 | 10 | -- |
| Mar 2007 | $119.7M | $119.7M | $0 | 10 | -- |
| Mar 2006 | $205M | $178M | $27M | -- | -- |
| Nov 2005 | $255.4M | $90M | $165.4M | -- | -- |
| Sep 2005 | $248M | $85.5M | $162.5M | 10 | -- |
| Jan 2005 | $141M | $36.5M | $104.5M | 10 | -- |
| Jun 2004 | $141M | $36.5M | $104.5M | 10 | -- |
DateDec 2025
Total AUM$2.6B
Discretionary$1.6B
Non-Disc.$1B
Employees37
Clients0
DateNov 2025
Total AUM$2.6B
Discretionary$1.6B
Non-Disc.$1B
Employees37
Clients0
DateNov 2025
Total AUM$2.6B
Discretionary$1.6B
Non-Disc.$1B
Employees37
Clients0
DateOct 2025
Total AUM$2.6B
Discretionary$1.6B
Non-Disc.$1B
Employees37
Clients0
DateJun 2025
Total AUM$2.6B
Discretionary$1.6B
Non-Disc.$1B
Employees37
Clients0
DateApr 2025
Total AUM$2.6B
Discretionary$1.6B
Non-Disc.$1B
Employees37
Clients0
DateApr 2025
Total AUM$2.6B
Discretionary$1.6B
Non-Disc.$1B
Employees37
Clients0
DateMar 2025
Total AUM$2.6B
Discretionary$1.6B
Non-Disc.$1B
Employees37
Clients0
DateJan 2025
Total AUM$1.8B
Discretionary$1B
Non-Disc.$826.1M
Employees30
Clients0
DateNov 2024
Total AUM$1.8B
Discretionary$1B
Non-Disc.$826.1M
Employees30
Clients0
DateNov 2024
Total AUM$1.8B
Discretionary$1B
Non-Disc.$826.1M
Employees30
Clients0
DateAug 2024
Total AUM$1.8B
Discretionary$1B
Non-Disc.$826.1M
Employees30
Clients0
DateMay 2024
Total AUM$1.8B
Discretionary$1B
Non-Disc.$826.1M
Employees30
Clients0
DateMar 2024
Total AUM$1.8B
Discretionary$1B
Non-Disc.$826.1M
Employees30
Clients0
DateFeb 2024
Total AUM$1.3B
Discretionary$754.2M
Non-Disc.$563.7M
Employees22
Clients0
DateJan 2024
Total AUM$1.3B
Discretionary$754.2M
Non-Disc.$563.7M
Employees22
Clients0
DateOct 2023
Total AUM$1.3B
Discretionary$754.2M
Non-Disc.$563.7M
Employees22
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$754.2M
Non-Disc.$563.7M
Employees22
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$726.7M
Non-Disc.$585.7M
Employees16
Clients0
DateOct 2022
Total AUM$1.3B
Discretionary$726.7M
Non-Disc.$585.7M
Employees16
Clients0
DateOct 2022
Total AUM$1.3B
Discretionary$726.7M
Non-Disc.$585.7M
Employees16
Clients0
DateAug 2022
Total AUM$1.3B
Discretionary$726.7M
Non-Disc.$585.7M
Employees16
Clients0
DateMay 2022
Total AUM$1.3B
Discretionary$726.7M
Non-Disc.$585.7M
Employees16
Clients0
DateApr 2022
Total AUM$1.3B
Discretionary$726.7M
Non-Disc.$585.7M
Employees16
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$726.7M
Non-Disc.$585.7M
Employees16
Clients0
DateMar 2021
Total AUM$912.5M
Discretionary$502.4M
Non-Disc.$410.2M
Employees13
Clients0
DateDec 2020
Total AUM$703.2M
Discretionary$369.2M
Non-Disc.$333.9M
Employees7
Clients0
DateOct 2020
Total AUM$703.2M
Discretionary$369.2M
Non-Disc.$333.9M
Employees7
Clients0
DateJun 2020
Total AUM$703.2M
Discretionary$369.2M
Non-Disc.$333.9M
Employees7
Clients0
DateMar 2020
Total AUM$703.2M
Discretionary$369.2M
Non-Disc.$333.9M
Employees7
Clients0
DateJan 2020
Total AUM$500.3M
Discretionary$261.2M
Non-Disc.$239.1M
Employees6
Clients0
DateNov 2019
Total AUM$500.3M
Discretionary$261.2M
Non-Disc.$239.1M
Employees6
Clients0
DateMar 2019
Total AUM$500.3M
Discretionary$261.2M
Non-Disc.$239.1M
Employees6
Clients0
DateSep 2018
Total AUM$444.3M
Discretionary$224.4M
Non-Disc.$219.9M
Employees7
Clients0
DateAug 2018
Total AUM$444.3M
Discretionary$224.4M
Non-Disc.$219.9M
Employees7
Clients0
DateJul 2018
Total AUM$444.3M
Discretionary$224.4M
Non-Disc.$219.9M
Employees7
Clients0
DateMar 2018
Total AUM$444.3M
Discretionary$224.4M
Non-Disc.$219.9M
Employees7
Clients0
DateApr 2017
Total AUM$341M
Discretionary$168.9M
Non-Disc.$172.1M
Employees5
Clients300
DateJan 2017
Total AUM$341M
Discretionary$168.9M
Non-Disc.$172.1M
Employees5
Clients300
DateFeb 2016
Total AUM$248.2M
Discretionary$142M
Non-Disc.$106.2M
Employees6
Clients200
DateAug 2015
Total AUM$233.4M
Discretionary$128.1M
Non-Disc.$105.3M
Employees7
Clients200
DateMar 2015
Total AUM$215.1M
Discretionary$119.4M
Non-Disc.$95.6M
Employees6
Clients200
DateMar 2015
Total AUM$215.1M
Discretionary$119.4M
Non-Disc.$95.6M
Employees6
Clients200
DateOct 2014
Total AUM$407.3M
Discretionary$346M
Non-Disc.$61.3M
Employees7
Clients200
DateMay 2014
Total AUM$407.3M
Discretionary$346M
Non-Disc.$61.3M
Employees12
Clients700
DateMay 2014
Total AUM$407.3M
Discretionary$346M
Non-Disc.$61.3M
Employees12
Clients700
DateApr 2014
Total AUM$407.3M
Discretionary$346M
Non-Disc.$61.3M
Employees12
Clients700
DateApr 2014
Total AUM$407.3M
Discretionary$346M
Non-Disc.$61.3M
Employees12
Clients700
DateMar 2014
Total AUM$407.3M
Discretionary$346M
Non-Disc.$61.3M
Employees12
Clients700
DateDec 2013
Total AUM$377.1M
Discretionary$282.2M
Non-Disc.$94.9M
Employees16
Clients700
DateJun 2013
Total AUM$377.1M
Discretionary$282.2M
Non-Disc.$94.9M
Employees16
Clients700
DateMar 2013
Total AUM$377.1M
Discretionary$282.2M
Non-Disc.$94.9M
Employees16
Clients700
DateFeb 2013
Total AUM$381.5M
Discretionary$375.8M
Non-Disc.$5.8M
Employees14
Clients450
DateDec 2012
Total AUM$381.5M
Discretionary$375.8M
Non-Disc.$5.8M
Employees14
Clients450
DateMar 2012
Total AUM$381.5M
Discretionary$375.8M
Non-Disc.$5.8M
Employees11
Clients450
DateJan 2012
Total AUM$337M
Discretionary$260M
Non-Disc.$77M
Employees11
Clients450
DateApr 2011
Total AUM$337M
Discretionary$260M
Non-Disc.$77M
Employees--
Clients--
DateApr 2011
Total AUM$337M
Discretionary$260M
Non-Disc.$77M
Employees--
Clients--
DateMar 2011
Total AUM$337M
Discretionary$260M
Non-Disc.$77M
Employees--
Clients--
DateSep 2010
Total AUM$346.3M
Discretionary$172.8M
Non-Disc.$173.5M
Employees--
Clients--
DateJul 2010
Total AUM$346.3M
Discretionary$172.8M
Non-Disc.$173.5M
Employees--
Clients--
DateMar 2008
Total AUM$257M
Discretionary$110M
Non-Disc.$147M
Employees10
Clients--
DateSep 2007
Total AUM$119.7M
Discretionary$119.7M
Non-Disc.$0
Employees10
Clients--
DateSep 2007
Total AUM$119.7M
Discretionary$119.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$119.7M
Discretionary$119.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$205M
Discretionary$178M
Non-Disc.$27M
Employees--
Clients--
DateNov 2005
Total AUM$255.4M
Discretionary$90M
Non-Disc.$165.4M
Employees--
Clients--
DateSep 2005
Total AUM$248M
Discretionary$85.5M
Non-Disc.$162.5M
Employees10
Clients--
DateJan 2005
Total AUM$141M
Discretionary$36.5M
Non-Disc.$104.5M
Employees10
Clients--
DateJun 2004
Total AUM$141M
Discretionary$36.5M
Non-Disc.$104.5M
Employees10
Clients--