# APRIO WEALTH MANAGEMENT, LLC

APRIO WEALTH MANAGEMENT, LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 127333
- Type: SEC-registered investment adviser
- SEC file number: 801-63326
- Location: 2002 SUMMIT BOULEVARD, SUITE 120, ATLANTA, GA, 30319
- Phone: 404-892-9651
- Latest filing: 2026-06-29
- Regulatory AUM: $4.2B
- Discretionary AUM: $4.2B
- Clients: 55
- Accounts: 5,258

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (18)

| 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 | — |


## Branch offices (10)

| 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 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127333/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127333/similar
- Related entities: https://search.stillhousedata.com/firm/127333/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127333

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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.