APRIEM ADVISORS
SEC RegisteredYour Families Trusted Wealth Management Team
About the firm
Apriem Advisors is a SEC Registered Investment Advisor based in Irvine, California that partners with high-net-worth individuals and families to navigate the full complexity of their financial lives. Through a deeply coordinated, fiduciary approach, the firm brings clarity to every facet of wealth, helping clients pursue their goals with confidence and long-term peace of mind across generations. The firm has been serving Orange County individuals and families for over 28 years and manages approximately $1.6 billion in assets.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
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.
Who they serve
High-net-worth individuals and families, including those navigating retirement, inheritance, career changes, liquidity events, and multigenerational wealth planning, primarily in Orange County and surrounding areas.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 716 | $321M |
| High Net Worth Individuals | 346 | $1.0B |
| Charitable Organizations | 1 | $26M |
| State/Municipal Entities | 9 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
13 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Wealth Management - First $5,000,000 | 0.95% |
| Wealth Management - Next $5,000,000 | 0.75% |
| Wealth Management - Next $10,000,000 | 0.50% |
| Wealth Management - Greater than $20,000,000 | 0.00% |
| Institutional Pricing - Flat (min $10M) | 0.75% |
| Charitable Services - First $1,000,000 | 0.50% |
| Charitable Services - Next $4,000,000 | 0.45% |
| Charitable Services - Next $5,000,000 | 0.40% |
| Charitable Services - Next $10,000,000 | 0.30% |
| Retirement Plan Services - Flat (min $5,000) | 0.75% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. APRIEM ADVISORS 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 the SEC or FINRA websites before making any decision.