Advisor at Aprio Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Aprio Wealth Management, LLC
Location
Atlanta, GA 30319
Credentials
Series 63, Series 65
Industry experience
20 years
Keith Greenwald is a financial advisor with Aprio Wealth Management, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Aprio since 2014 and has prior experience at Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as Vice President and Secretary of Bullseye Training Club, LLC, a firearms safety and training company. Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm manages approximately $2.64 billion across a multi-advisor team and offers tailored investment programs using various strategies, supported by an integrated service model affiliated with accounting and insurance firms.
Based on Aprio Wealth Management, LLC
Financial Planning fees charged at fixed rates mutually agreed upon; reporting services charged at 0.25% annually of assets included
$0 - $250,000: $2,500 fixed annual fee $250,001 - $2,499,999: 1.00% annually $2,500,000 - $4,999,999: 0.75% annually $5,000,000 - $9,999,999: 0.50% annually $10,000,000+: Negotiated
Hourly fee arrangements available for some advisory and consulting services; specific rates negotiated per client
Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee may apply Fee-only: Management fees based on asset tiers; financial planning fees at fixed rates; consulting fees charged at fixed or hourly rates
2002 Summit Boulevard, Suite 120
Atlanta, GA 30319
Georgia · Texas
Aprio Advisory Group
2014 - Present (12 years)
Aprio Wealth Management, LLC
2014 - Present (12 years)
Aprio Strategic Partners
2014 - 2017 (3 years)
Purshe Kaplan Sterling Investments
2013 - 2024 (11 years)
Aprio Risk Management, LLC
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 66
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Stanhouse Financial Planning and Management, LLC
Series 65
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Adam Capital
Series 63, Series 65
Smyrna, GA
Opportunity Investment Group, LLC
CFP®, Series 63
Atlanta, GA
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