Data / Investment advisers / California / Apriem Advisors
Apriem Advisors, Irvine, CA: $1.5 billion AUM, SEC registered investment adviser
Apriem Advisors is an SEC registered investment adviser with its main office in Irvine, California and reports $1.5 billion in regulatory assets under management in its Form ADV filed October 16, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, fixed fees and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 108188
- SEC file number
- 801-55371
- SEC status
- Approved, effective March 20, 1998
- Main office
- 19200 von Karman Avenue Suite 1050, Irvine, CA 92612
- Phone
- (949) 253-8888
- Website
- apriem.com
- Regulatory AUM
- $1,483,716,736 in the Form ADV filed October 16, 2026
- Discretionary AUM
- $1,460,827,838
- Non discretionary AUM
- $22,888,898
- Accounts
- 2,878
- Employees
- 17, of which 14 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 345 | $1.04 billion |
| Individuals (other than high net worth individuals) | 715 | $319.9 million |
| Charitable organizations | 9 | $88.3 million |
| Pension and profit sharing plans | 1 | $26 million |
| Corporations or other businesses | 1 | $5.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| August 3, 2026 | $1.48 billion | July 10, 2026 |
| April 1, 2026 | $1.49 billion | March 31, 2026 |
| December 1, 2025 | $1.23 billion | March 26, 2025 |
Other advisers in Irvine
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Rimrock Capital Management LLC | Irvine | $3.85 billion | 6 | adviserinfo.sec.gov |
| Avanath Capital Management, LLC | Irvine | $3.75 billion | 10 | adviserinfo.sec.gov |
| Trilogy Capital, Inc. | Irvine | $3.21 billion | Not listed | adviserinfo.sec.gov |
| Cooper McManus | Irvine | $2.85 billion | Not listed | adviserinfo.sec.gov |
| Benefit Financial Services Group | Irvine | $1.54 billion | Not listed | adviserinfo.sec.gov |
| Kairos | Irvine | $897.2 million | 12 | adviserinfo.sec.gov |
| GT Investment Partners, LP | Irvine | $853.5 million | 4 | adviserinfo.sec.gov |
| Tempus Wealth Planning, LLC | Irvine | $699.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Irvine, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Apriem Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.