Matthews, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Aprio Wealth Management, LLC
Multi-team
Firm-wide stats for Aprio Wealth Management, LLC
About
Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals (including high‑net‑worth clients), qualified retirement plans, trusts, estates, charitable organizations, and business entities. Services include portfolio management, financial planning, plan sponsor consulting and participant education for participant‑directed plans, plus access to sub‑advised strategies, options‑based portfolios, and certain private investments.
The firm builds portfolios using asset allocation alongside techniques such as dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading, and it monitors accounts on a continuous basis with at least annual client reviews. Aprio WM advises clients to consult tax professionals and coordinates referrals with an affiliated registered CPA firm, while treating accounting and advisory engagements as separate arrangements.
Aprio WM is notable among multi‑team firms for its affiliation with a third‑party administrator/pension consulting business (Aprio Benefit Advisors) and its role as a 3(21) adviser — it reports approximately $1.57 billion in assets under advisement in that capacity — a relationship relatively uncommon for firms of this type. The brochure also discloses recent acquisitions of other advisory practices, the use of sub‑advisers and structured/option strategies, and affiliated insurance and TPA relationships, which introduce additional operational complexity and potential conflicts that the firm describes in its disclosures.
Based on Aprio Wealth Management, LLC
Expertise
Based on Aprio Wealth Management, LLC
Location
212 West Matthews Street, Suite 102
Matthews NC 28105
Advisors at this office
2
Advisors at this office
John B
Series 66
Matthews, NC
Aprio Wealth Management, LLC
John Bly is a financial advisor with Aprio Wealth Management, LLC in Matthews, NC. He holds a Series 66 designation and has 16 years of industry experience. Prior to joining Aprio in 2019, Bly worked at HK Financial Services, Proequities Inc, and L B & A, CPA, PLLC. He is also a partner at a local CPA firm and has experience in insurance sales. Aprio Wealth Management provides advisory services to individuals, retirement plans, trusts, and business entities, offering portfolio management, financial planning, and plan sponsor consulting. The firm employs asset allocation strategies combined with techniques like dollar-cost averaging and options-based portfolios, and it is notable for its affiliation with a third-party pension consulting business and its role as a 3(21) adviser with approximately $1.57 billion in assets under advisement.
Phillipe T
CFP®, Series 65
Matthews, NC
Aprio Wealth Management, LLC
Phillipe Toupin is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Aprio Wealth Management, LLC. He has worked with Aprio entities since 2020 and previously held roles at Jones Gregg Financial, LLC, and Business Acquisition & Merger Associates. Toupin also holds a role as an insurance agent with Aprio Risk Management, LLC. Aprio Wealth Management provides investment advisory services to individuals, qualified plans, trusts, estates, charitable organizations, and businesses. The firm employs asset allocation combined with various trading strategies and offers both discretionary and non-discretionary portfolio management, along with financial planning and plan sponsor consulting.
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