Investment adviser · CRD 108188
APRIEM ADVISORS
Investment adviser filing (IA)
IRVINE, CA, United States · Form ADV filed Jul 10, 2026
- Regulatory AUM
- $1.48B Form ADV · Item 5.F
- Client accounts
- 2,878 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 345 | $1,043,798,237 | 70.4% |
| Individuals | 715 | $319,936,519 | 21.6% |
| Charities | 9 | $88,340,738 | 6.0% |
| Retirement plans | Fewer than 5 | $26,000,456 | 1.8% |
| Corporations & businesses | Fewer than 5 | $5,640,786 | 0.4% |
Filing source
Form ADV 2115723 · Jul 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
19200 VON KARMAN AVENUE, SUITE 1050IRVINE, CA, 92612, United States
CRD 108188
Filing source
Form ADV 2115723 · Jul 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.