# Aprio Wealth Management

Aprio Wealth Management is a Multi Family Office based in Atlanta, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** 2002 Summit Boulevard, Atlanta, GA
- **Founded:** 2017
- **Assets under management:** 5500 (per WealthManagement.com, 2025)
- **Website:** wealth.aprio.com
- **LinkedIn:** https://www.linkedin.com/company/aprio

## Regulatory record

- **CRD number:** 127333
- **SEC file number:** 801-63326
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-20T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127333

## About

Aprio Wealth Management was established in 2017 as the wealth-management arm of Aprio, LLP. The underlying capital originated from partners at the Atlanta accounting firm that began operations in 1952. Keith Greenwald serves as chief executive officer and chief compliance officer. The firm allocates across private equity, real estate, private credit, direct co-investments and digital assets. It also maintains public equity positions that include Broadcom, SPDR S&P 500 ETF Trust and multiple Dimensional ETFs. Geographic reach covers North America, Europe, Asia and South America. Investment stages include seed, early-stage venture and growth equity. Confirmed holdings include positions in Sprott Physical Gold and Silver Trust and Gold Fields Limited. AUM stands at $5.5 billion. The firm maintains a foundation established in 2016 that supports education and environmental nonprofits in the United States. In November 2025 Aprio appointed Eric Flynn chief wealth officer. Additional offices have not been disclosed. Aprio Wealth Management operates as an RIA subsidiary of an accounting parent, allowing in-house tax and compliance coordination that independent family offices typically source externally. This structure supports direct private-deal execution for clients without separate fund vehicles.

## Sectors

- FinTech
- Real Estate
- Private Equity
- Private Credit
- Digital Assets

## People

- Keith Greenwald — Chief Executive Officer and Chief Compliance Officer
- Richard Kopelman — CEO of the Managing Member
- Simeon Wallis — Chief Investment Officer and Partner
- Eric Flynn — Chief Wealth Officer

## Questions

### Who runs investment decisions at Aprio Wealth Management?

Simeon Wallis serves as chief investment officer and partner. Keith Greenwald acts as chief executive officer and chief compliance officer. Eric Flynn was appointed chief wealth officer in November 2025.

### Does Aprio Wealth Management participate in fund commitments or only direct deals?

The firm executes both fund commitments and direct co-investments or SPVs. Its investment-type profile lists private equity, private credit and direct co-investments as confirmed vehicles.

### What investment stages does Aprio Wealth Management typically target?

Confirmed stages include seed, early-stage venture capital and growth equity. The firm also holds public-market positions through ETFs.

### How is Aprio Wealth Management related to Aprio, LLP?

Aprio Wealth Management functions as the RIA subsidiary of Aprio, LLP. The accounting firm supplies the founding capital and continues to provide tax and accounting services.

### What is Aprio Wealth Management's known posture on co-investments alongside external GPs?

The chief investment officer coordinates due diligence for private deal investments. The firm lists direct co-investments and SPVs among its confirmed investment types.

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Last updated: 2026-07-06T01:24:11.460Z

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