Keith
Greenwald

Aprio Wealth Management, LLC

CRD#4896259
Investment Advisor
in Atlanta, GA

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About this Advisor

Keith Greenwald is a financial advisor working in Atlanta, Georgia with a total of 9 years of industry experience. Greenwald is currently employed by Aprio Wealth Management, LLC. Their career trajectory has included roles at Northwestern Mutual Life Insurance Co, Northwestern Mutual Investment Services, LLC, Ha&W Wealth Management, LLC, Aprio Risk Management, LLC, Ha&W Strategic Partners, Aprio Strategic Partners, Aprio Wealth Management, LLC, Purshe Kaplan Sterling Investments and Aprio, Llp. Greenwald holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in California, Georgia and Texas. Aprio Wealth Management, LLC is a business that has its headquarters in Atlanta, GA. It has offices in 12 locations and a total of 22 advisors. It manages $1 billion in assets under management between its 1,457 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises five charities and foundations. Of its 1,457 accounts, 20% are associated with high-net-worth individuals who have more than $1 million in assets. The firm offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types charged by Aprio Wealth Management, LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2002 Summit Boulevard Suite 120
Atlanta, GA 30319

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Aprio Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,317,815,906

GA Average: $3,570,121,308
Total Number of Employees

22

GA Average: 58
Total Number of Accounts

1,457

GA Average: 1,608
Average Account Size

$904,472

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Keith Greenwald Work History

Keith has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Aprio Wealth Management, LLC

2014 - Present (10 years)

Aprio, Llp

2013 - Present (11 years)

Aprio Risk Management, LLC

2013 - Present (11 years)

Purshe Kaplan Sterling Investments

2014 - 2017 (3 years)

Aprio Strategic Partners

2013 - 2014 (1 year)

Ha&W Wealth Management, LLC

2013 - 2014 (1 year)

Ha&W Strategic Partners

2005 - 2013 (8 years)

Northwestern Mutual Investment Services, LLC

2004 - 2013 (9 years)

Northwestern Mutual Life Insurance Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Keith Greenwald to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aprio Wealth Management, LLC

Madeleine Batson
Atlanta, GA
Adam Niestradt
Cincinnati, OH
Marci Kerr
Walnut Creek, CA
Simeon Wallis
Atlanta, GA
Michael Saulnier
Atlanta, GA
Marc Leven
Atlanta, GA
Scott Barnas
Atlanta, GA
Warren Nash
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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