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Insights

Expanding Service Offerings Apriem Advisors recently launched Estate Planning Services in partnership with Wealth.com, demonstrating their commitment to providing comprehensive wealth management solutions and creating opportunities to cross-sell estate planning services to their existing client base.

Award Recognition Being named RIA Team of the Year by InvestmentNews highlights their innovative and client-centric approach, positioning them as a trusted and forward-thinking firm ripe for strategic partnerships and high-value client acquisition.

Market Positioning With a revenue range of $25 million to $50 million and a focused team of fewer than 50 employees, Apriem is well-positioned as a boutique wealth management firm, which can appeal to high-net-worth individuals seeking personalized financial planning and investment strategies.

Active Asset Management Apriem has recently invested in diverse assets, including stakes in Agnico Eagle Mines, Celsius, and U.S. equity ETFs, indicating a proactive approach to portfolio management that can attract clients interested in innovative and diversified investment opportunities.

Digital Engagement The launch of their YouTube channel and use of modern digital tools suggest Apriem is increasingly engaging clients online, providing potential avenues for digital marketing and content-driven lead generation targeted at tech-savvy high-net-worth prospects.

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. The company has employees across 1 continents, including North America.

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 December 2025, Apriem Advisors has approximately 22 employees across 1 continents, including North America. 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-2/

Section iconCompany Overview

Headquarters
19200 Von Karman Avenue, Suite 1050
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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