APRIO WEALTH MANAGEMENT, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 127333). Regulatory assets under management: $4.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Scott R Schell | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | Cambridge, MA |
| Richard Kopelman | CEO OF THE MANAGING MEMBER | — |
| Keith M Greenwald | MANAGING DIRECTOR; MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | — |
| Noah Benjamin Marell | COO | — |
| Courtney Lynne Holt | CHIEF COMPLIANCE OFFICER | — |
| BHANDARI NIRAJ NICHOLAS | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR; MANAGING DIRECTOR; MEMBER (+1 more) | — |
| SIMMS JOSEPH DANIEL | EXECUTIVE DIRECTOR | — |
| SCHULTZ DAVID CHARLES | ASST. DIR./COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/ASST. DIRECTOR | — |
| WEST MICHAEL | PARTNER | — |
| WOOD ANTHONY ALLEN | CEO / MANAGING MEMBER; MANAGING MEMBER | — |
| TARABOULOS LAUREN BODE | CHIEF COMPLIANCE OFFICER | — |
| KOPELMAN RICHARD | CEO OF THE MANAGING MEMBER; MANAGING DIRECTOR | — |
| PAPIERNIAK DIANNE LYNN | CHIEF COMPLIANCE OFFICER | — |
| GREENWALD KEITH M | MANAGING DIRECTOR; MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | — |
| TRENHOLM DIANNE LYNN | CHIEF COMPLIANCE OFFICER | — |
| WELDEN MATTHEW HOLLAND | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| POWELL DEBORAH A | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| STANTON DOROTHY | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| OVERLAND PARK | KS | 10 | 913-345-1444 |
| GREENWOOD VILLAGE | CO | 2 | 720-488-1926 |
| MATTHEWS | NC | 2 | 708-841-1120 |
| NEW YORK | NY | 2 | 646-859-8158 |
| WALNUT CREEK | CA | 1 | 925-210-2180 |
| — | — | 1 | 770-353-3152 |
| — | — | 1 | 770-761-7103 |
| NASHVILLE | TN | 1 | 6153129050 |
| SCHAUMBURG | IL | 1 | 847-849-5550 |
| ROCKVILLE | MD | 1 | 404-814-4915 |