What departments does Apriem Advisors have?

Apriem Advisors has employees across 2 departments including Analytics, Finance.

What is the largest department at Apriem Advisors?

The largest department at Apriem Advisors is Analytics with 1 employees.

Where are Apriem Advisors employees located globally?

Apriem Advisors has employees across 2 continents and 2 countries including Madagascar, United States Of America.

How has Apriem Advisors's team size changed over time?

Apriem Advisors's team has decreased from approximately 26 to 21 employees based on available data.

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Apriem Advisors Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Apriem Advisors is a California-based firm in the financial services industry that provides wealth management, including investment strategies, retirement planning, and estate planning. It adopts a holistic approach intended to address a client's entire financial picture, aiming to create sustainable plans that can support generations. The practice focuses on generational wealth, retirement solutions, charitable initiatives, investment strategies, estate planning, and overall financial planning. Based in Irvine, California, the firm positions itself as a fiduciary wealth management provider offering client-focused guidance. In October 2025, Apriem announced the launch of Estate Planning Services in partnership with Wealth.com, expanding its offerings to provide a faster, more affordable alternative to traditional estate planning.

Apriem Advisors Global Highlights

North America
27

United States Of America
27

Africa
1

Madagascar
1

Apriem Advisors's Leadership

C. W.
Chief Wealth Manager
Mobile Phone
Email
L. D.
Client Services Manager
Mobile Phone
Email
J. N.
Senior Financial Analyst
Mobile Phone
Email
C. W. C. A.
Financial Planner
Mobile Phone
Email

Apriem Advisors Employee Metrics

100%

50%

2026

2025

Finance
Administrative
Analytics
Other
Business Development
Banking
Business
Community & Social Services

Contact profiles from Apriem Advisors

Name

Title

Contact Info

Location

Last Update

C. W.
Chief Wealth Manager
Mobile Phone
Email
United StatesKentucky
Apr 16, 2026
L. D.
Client Services Manager
Mobile Phone
Email
United States
Mar 02, 2026
J. N.
Senior Financial Analyst
Mobile Phone
Email
Mar 19, 2024
C. W. C. A.
Financial Planner
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Apriem Advisors known for?

Apriem Advisors was founded in 1998 operates in the Financial Services industry. The company's main headquarters is located in 19200 Von Karman Avenue Suite 1050 Irvine, California 92612 United States; you can contact the main corporate office by phone at

+1-949-253-****

. Explore Apriem Advisors's company overview page for more information.

What is Apriem Advisors's most common email format?

Apriem Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Apriem Advisors email formats with LeadIQ.

How many employees does Apriem Advisors have currently?

Apriem Advisors has approximately 23 employees as of June 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Apriem Advisors's key employees and leadership?

As of June 2026, Apriem Advisors's key employees include:

Chief Wealth Manager: C. W.
Client Services Manager: L. D.
Senior Financial Analyst: J. N.
Financial Planner: C. W. C. A.

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Apriem Advisors Employee Directory

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