# APRIEM ADVISORS

APRIEM ADVISORS of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 108188
- Type: SEC-registered investment adviser
- SEC file number: 801-55371
- Location: 19200 VON KARMAN AVENUE, SUITE 1050, IRVINE, CA, 92612
- Phone: (949) 253-8888
- Latest filing: 2026-07-10
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.5B
- Non-discretionary AUM: $22.9M
- Clients: 17
- Accounts: 2,878

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Pensions, Charities, Corporations

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| Harmon Anson Kong | SECRETARY, CFO, TREASURER, CHIEF WEALTH MANAGER, DIRECTOR, TRUSTEE OF KONG TRUST | — |
| Rhonda Louise Ducote | PRESIDENT, CHIEF COMPLIANCE OFFICER, SENIOR WEALTH MANAGER, DIRECTOR, TRUSTEE OF DUCOTE FAMILY TRUST | — |
| Benjamin Chiu-Fung Lau | VICE PRESIDENT, CHIEF INVESTMENT OFFICER, DIRECTOR, TRUSTEE OF LAU FAMILY TRUST | — |
| James Nolan Ducote | TRUSTEE OF DUCOTE FAMILY TRUST | — |
| Lea Theresa Kong | TRUSTEE OF KONG TRUST | — |
| Wendy Youme Lau | TRUSTEE OF LAU FAMILY TRUST | — |
| Landon Makoto Yoshida | TRUSTEE OF YOSHIDA FAMILY TRUST | — |
| Erica Miyeko Yoshida | TRUSTEE OF YOSHIDA FAMILY TRUST | — |
| Jennifer Necir Olson | CHIEF FINANCIAL OFFICER | — |
| Christopher Alan Whitaker | CHIEF WEALTH MANAGER | — |
| IWAMOTO MARK KEIZO | CO-CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER, SHAREHOLDER; PRESIDENT, CEO, CHIEF INVESTMENT OFFICER, CCO, DIRECTOR (+3 more) | — |
| KONG HARMON ANSON | SECRETARY, CFO, TREASURER, CHIEF WEALTH MANAGER, DIRECTOR, ASSISTANT COMPLIANCE OFFICER, TRUSTEE OF KONG TRUST; SECRETARY, CFO, TREASURER, CHIEF WEALTH MANAGER, DIRECTOR, CHIEF COMPLIANCE OFFICER, SHAREHOLDER; SECRETARY, CFO, TREASURER, CHIEF WEALTH MANAGER, DIRECTOR, CHIEF COMPLIANCE OFFICER, TRUSTEE OF KONG TRUST (+5 more) | — |
| LE TRUC TRONG | SHAREHOLDER; TRUSTEE OF TRUC TRONG LE TRUST | — |
| DUCOTE RHONDA LOUISE | CFO, TREASURER, SENIOR WEALTH MANAGER; CFO, TREASURER, SENIOR WEALTH MANAGER, DIRECTOR, SHAREHOLDER; PRESIDENT, CHIEF COMPLIANCE OFFICER, SENIOR WEALTH MANAGER, DIRECTOR, TRUSTEE OF DUCOTE FAMILY TRUST (+3 more) | — |
| LAU BENJAMIN C | FINANCIAL MANAGER; PORTFOLIO MANAGER; VICE PRESIDENT, CHIEF INVESTMENT OFFICER, DIRECTOR, TRUSTEE OF LAU FAMILY TRUST (+4 more) | — |
| DUCOTE JAMES NOLAN | TRUSTEE OF DUCOTE FAMILY TRUST | — |
| KONG LEA THERESA | TRUSTEE OF KONG TRUST | — |
| LAU WENDY YOUME | TRUSTEE OF LAU FAMILY TRUST | — |
| YOSHIDA LANDON M | TRUSTEE OF YOSHIDA FAMILY TRUST | — |
| Yoshida Erica Miyeko | TRUSTEE OF YOSHIDA FAMILY TRUST | — |
| LAU BENJAMIN CHIU-FUNG | VICE PRESIDENT, CHIEF INVESTMENT OFFICER, DIRECTOR, TRUSTEE OF LAU FAMILY TRUST | — |
| YOSHIDA LANDON MAKOTO | TRUSTEE OF YOSHIDA FAMILY TRUST | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108188/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108188/similar
- Related entities: https://search.stillhousedata.com/firm/108188/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108188

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.