Chief Compliance Officer

0001803519-23-000004.txt : 20231010 0001803519-23-000004.hdr.sgml : 20231010 20231010143223 ACCESSION NUMBER: 0001803519-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231010 DATE AS OF CHANGE: 20231010 EFFECTIVENESS DATE: 20231010 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Aprio Wealth Management, LLC CENTRAL INDEX KEY: 0001803519 IRS NUMBER: 582484343 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20041 FILM NUMBER: 231317533 BUSINESS ADDRESS: STREET 1: 2002 SUMMIT BLVD. STREET 2: SUITE 120 CITY: ATLANTA STATE: GA ZIP: 30319 BUSINESS PHONE: 7703534759 MAIL ADDRESS: STREET 1: 2002 SUMMIT BLVD. STREET 2: SUITE 120 CITY: ATLANTA STATE: GA ZIP: 30319 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001803519 XXXXXXXX 09-30-2023 09-30-2023 Aprio Wealth Management, LLC

2002 SUMMIT BLVD. SUITE 120 ATLANTA GA 30319

13F HOLDINGS REPORT 028-20041 N Keith Greenwald Chief Compliance Officer (770) 353-4769 KEITH GREENWALD ATLANTA GA 10-10-2023 0 181 364029394 false INFORMATION TABLE 2 awmquarter3_2023.xml ABBOTT LABS COM 002824100 233475 2411 SH SOLE 0 0 2411 AIR PRODS & CHEMS INC COM 009158106 200464 707 SH SOLE 0 0 707 AMAZON COM INC COM 023135106 806576 6345 SH SOLE 0 0 6345 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 7299212 194283 SH SOLE 0 0 194283 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 757864 14356 SH SOLE 0 0 14356 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 325553 5850 SH SOLE 0 0 5850 AMERICAN CENTY ETF TR US SML CP VALU 025072877 8138141 104402 SH SOLE 0 0 104402 AMERICAN CENTY ETF TR US EQT ETF 025072885 658607 8990 SH SOLE 0 0 8990 APPLE INC COM 037833100 3858677 22538 SH SOLE 0 0 22538 AUTODESK INC COM 052769106 286570 1385 SH SOLE 0 0 1385 BP PLC SPONSORED ADR 055622104 200208 5171 SH SOLE 0 0 5171 BANK AMERICA CORP COM 060505104 525019 19175 SH SOLE 0 0 19175 BERKSHIRE 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