Schaumburg, IL Office

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.