Phillipe
Toupin

Aprio Wealth Management, LLC

CRD#7004451
Investment Advisor
in Matthews, NC

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About this Advisor

Phillipe Toupin is a financial advisor based out of Matthews, North Carolina who has 3 years of industry experience. Toupin is an advisor for Aprio Wealth Management, LLC. Over the course of their career, they have held roles at Jones Gregg Financial, LLC, University Of North Carolina At Charlotte, Cold Call Marketing, Inc, Business Acquisition & Merger Associates, Cardinal Gibbons High School, Aprio Wealth Management, LLC, Aprio Risk Management, LLC and Aprio Llp. Toupin maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in North Carolina. Aprio Wealth Management, LLC is a business that has its headquarters in Atlanta, GA. The investment advisory business has offices in 12 locations and a total of 22 financial advisors. It oversees $1 billion in assets under management between its 1,457 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to five charities and foundations. Of its 1,457 client accounts, 20% belong to high-net-worth investors who have at least $1 million in investable assets. The company has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. A financial advisor's fees depend on which service is offered. However, fee types charged by Aprio Wealth Management, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

3 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

212 West Matthews Street Suite 102
Matthews, NC 28105

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Aprio Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,317,815,906

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

22

NC Average: 58
Total Number of Accounts

1,457

NC Average: 1,608
Average Account Size

$904,472

NC Average: $2,220,225

Investment Advisory Services

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

Phillipe Toupin Work History

Phillipe has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Aprio Wealth Management, LLC

2020 - Present (4 years)

Aprio Risk Management, LLC

2020 - Present (4 years)

Aprio Llp

2018 - 2019 (1 year)

Jones Gregg Financial, LLC

2018 - 2019 (1 year)

Jones Gregg Financial, LLC

2017 - 2018 (1 year)

Jones Gregg Financial, LLC

2016 - 2017 (1 year)

Business Acquisition & Merger Associates

2014 - 2018 (4 years)

Cold Call Marketing, Inc

2013 - 2017 (4 years)

University Of North Carolina At Charlotte

2009 - 2013 (4 years)

Cardinal Gibbons High School

*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 Phillipe Toupin 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

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