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APRIEM Advisors
Apriem Advisors is an independent, Orange County-based wealth management firm serving more than 1,000 households nationwide. The firm provides fiduciary...
Overview
Apriem Advisors is an independent, Orange County-based wealth management firm serving more than 1,000 households nationwide. The firm provides fiduciary investment and wealth management, retirement income planning, financial planning, estate planning coordination, charitable planning, and tax planning. It has 10 advisors and 18 team members and emphasizes relationship-first service through major financial transitions such as retirement, inheritance, divorce, and loss.
General information
Firm type
Multi Family Office
Year founded
1998
AUM
$1.6b
Location
Region
North America
Country
United States
City
Irvine
Corporate office
Irvine, CA, United States
Principals
Rhonda Ducote
CEO & Founding Partner
David H. Park
President & Founding Partner
Sector focus
Frequently asked questions
How does APRIEM's CPA heritage shape how it invests?
The firm was founded by professionals with deep accounting and tax credentials, which means investment decisions are frequently evaluated alongside estate-planning and tax-efficiency considerations. This integrated approach distinguishes APRIEM from multi-family offices that outsource tax strategy to external CPA firms.
What asset classes does APRIEM allocate to on behalf of its families?
Based on the firm's public positioning, APRIEM commits client capital to real estate, private equity, private credit, and hedge funds, supplementing traditional public-market portfolios. Specific fund names and direct deal details are not publicly disclosed.
Who leads investment and firm decisions at APRIEM?
Rhonda Ducote serves as CEO and founding partner, while David H. Park serves as president and founding partner. Their combined oversight covers both investment strategy and the firm's integrated tax and planning functions.
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