Kyle Robert Omery
Investment Adviser Representative at APRIO WEALTH MANAGEMENT, LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Assets $0 - $250,000 | 0.00% |
| Assets $250,001 to $2,499,999 | 1.00% |
| Assets $2,500,000 to $4,999,999 | 0.75% |
| Assets $5,000,000 to $9,999,999 | 0.50% |
| Assets > $10 million | 0.00% |
Firm-stated minimum; may be waived at the firm's discretion.
APRIO WEALTH Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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