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Insights

Innovative Service Launch Apriem Advisors recently introduced Estate Planning Services through a strategic partnership with Wealth.com, positioning itself as a more accessible and cost-effective option in estate planning. This demonstrates the company's commitment to expanding its service offerings and meeting client needs for comprehensive wealth management solutions.

Recognition and Credibility Being named RIA Team of the Year by InvestmentNews highlights Apriem Advisors' strong reputation for innovative client service and holistic planning. This recognition can enhance its credibility with high-net-worth individuals seeking reputable and award-winning financial advisories.

Focus on Wealth Preservation With expertise in generational wealth, retirement, and estate planning, Apriem Advisors targets clients looking for sustainable and long-term financial success, presenting opportunities to offer advanced estate planning, philanthropic strategies, and succession solutions.

Digital Engagement Strategy The launch of a dedicated YouTube channel indicates Apriem's effort to increase digital engagement and share educational content. This channel can serve as a platform to attract prospects interested in learning about wealth management, providing sales opportunities through educational marketing.

Growth and Market Positioning Operating with a revenue range of $25M to $50M and a lean team of 11-50 employees, Apriem Advisors presents an opportunity for tailored marketing approaches targeting boutique wealth management clients, especially those seeking personalized and holistic financial services.

Apriem Advisors Tech Stack

Apriem Advisors uses 8 technology products and services including WordPress Super Cache, WordPress, Google Fonts API, and more. Explore Apriem Advisors's tech stack below.

  • WordPress Super Cache
    Caching
  • WordPress
    Content Management System
  • Google Fonts API
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • Lightbox
    Javascript Libraries
  • Moment.js
    Javascript Libraries
  • Priority Hints
    Performance
  • Yoast SEO
    Search Engines

Media & News

Apriem Advisors's Email Address Formats

Apriem Advisors uses at least 1 format(s):
Apriem Advisors Email FormatsExamplePercentage
First@apriem.comJohn@apriem.com
74%
FLast@apriem.comJDoe@apriem.com
15%
Last@apriem.comDoe@apriem.com
7%
First.Last@apriem.comJohn.Doe@apriem.com
4%

Frequently Asked Questions

Where is Apriem Advisors's headquarters located?

Minus sign iconPlus sign iconApriem Advisors's main headquarters is located at 19200 Von Karman Avenue Suite 1050 Irvine, California 92612 United States. The company has employees across 2 continents, including North AmericaAfrica.

What is Apriem Advisors's phone number?

Minus sign iconPlus sign icon You can contact Apriem Advisors's main corporate office by phone at
+1-949-253-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Apriem Advisors's stock symbol?

Minus sign iconPlus sign iconApriem Advisors is a publicly traded company; the company's stock symbol is N/A.

What is Apriem Advisors's official website and social media links?

Minus sign iconPlus sign iconApriem Advisors's official website is apriem.com and has social profiles on LinkedIn.

What is Apriem Advisors's NAICS code?

Minus sign iconPlus sign iconApriem Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Apriem Advisors have currently?

Minus sign iconPlus sign iconAs of February 2026, Apriem Advisors has approximately 22 employees across 2 continents, including North AmericaAfrica. Key team members include Client Services Manager: L. D.Senior Financial Analyst: J. N.Financial Planner: C. W. C. A.. Explore Apriem Advisors's employee directory with LeadIQ.

What industry does Apriem Advisors belong to?

Minus sign iconPlus sign iconApriem Advisors operates in the Financial Services industry.

What technology does Apriem Advisors use?

Minus sign iconPlus sign iconApriem Advisors's tech stack includes WordPress Super CacheWordPressGoogle Fonts APIjQuery MigrateLightboxMoment.jsPriority HintsYoast SEO.

What is Apriem Advisors's email format?

Minus sign iconPlus sign iconApriem Advisors's email format typically follows the pattern of First@apriem.com. Find more Apriem Advisors email formats with LeadIQ.

When was Apriem Advisors founded?

Minus sign iconPlus sign iconApriem Advisors was founded in 1998.

Apriem Advisors

Financial ServicesCalifornia, United States11-50 Employees

Your trusted partner in wealth management. We offer comprehensive services ranging from sophisticated investment strategies to retirement and estate planning, allowing you to concentrate on what truly matters—time with your loved ones.

Our holistic methodology ensures that you and your family navigate your complete financial landscape, establishing a sustainable plan designed to foster success for generations ahead. 

We specialize in generational wealth, retirement solutions, charitable initiatives, investment strategies, estate planning, and overall financial planning.

Important Disclosures: https://www.apriem.com/disclosures/

Section iconCompany Overview

Headquarters
19200 Von Karman Avenue Suite 1050 Irvine, California 92612 United States
Phone number
+1-949-253-****
Website
apriem.com
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
1998
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Apriem Advisors's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Apriem Advisors's revenue is estimated to be in the range of $25M$50M

Company Leadership

  • Stylized image of a person
    L. D.
    Client Services Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. N.
    Senior Financial Analyst
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. W. C. A.
    Financial Planner
    Phone icon
    Mobile Phone

Employee Directory

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