Megan Elizabeth Schwab
Investment Adviser Representative at Apriem Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Megan Elizabeth Schwab is an investment adviser representative with Apriem Advisors in Irvine, CA, where they have been registered since 2021, the year they entered the securities industry. They are registered to provide investment advice in California.
Office
Advisors at this office: 13
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Apriem AdvisorsJan 2020 – no end date reportedIrvine, CA
- Better.comJan 2019 – Jan 2020Costa Mesa, CA
- Biola UniversityAug 2015 – Dec 2018La Mirada, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Apriem Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- Wealth Management - First $5,000,0000.95%
- Wealth Management - Next $5,000,0000.75%
- Wealth Management - Next $10,000,0000.50%
- Wealth Management - Greater than $20,000,0000.00%
+6 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Apriem offers wealth management, financial planning, retirement services, estate planning services, charitable services, investment management, tax-aware planning, and risk management including insurance and asset protection guidance.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Irvine, CA
- SEC file number:
- 801-55371
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 10, 2026
View full firm profileOther advisors at Apriem Advisors
12 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Megan Elizabeth Schwab has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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