Aprio WM is a limited liability company organized under the laws of the State of Delaware. We are licensed with the SEC as an investment adviser and have been providing investment advisory services since 1999. Aprio Capital Partners, LLC is the sole equity holder of Aprio WM. Aprio Holdings, LLC is the majority owner of Aprio Capital Partners, LLC. Richard Kopelman is the Managing Partner of the Managing Member of Aprio WM. Keith Greenwald is the Chief Executive Officer of Aprio WM. Keith Greenwald is the Chief Compliance Officer of Aprio WM. You may see the term “Associated Person” used throughout this Brochure. As used in this Brochure, this term refers to anyone from our Firm who is an officer or employee, and all individuals providing investment advice on behalf of our Firm. Where required, such persons are properly registered as investment adviser representatives. Aprio WM offers both discretionary and non-discretionary advisory services. Aprio WM offers discretionary investment advisory services to its Clients where the investment advice provided is tailored to meet the goals and investment objectives of its Clients. The accounts may include a combination of stocks, bonds, no-load mutual funds, closed-end funds, and exchange traded funds, as well as other types of securities at the Client’s request. Associated Persons of Aprio WM will gather information from the Client (and third parties at the Client’s direction) regarding the Client’s financial situation, including but not limited to the Client’s investment objectives, risk tolerance, time horizon and other relevant information provided by the Client. Aprio WM also offers non-discretionary advisory services to Plan Sponsors of participant-directed qualified plans. These services include but are not limited to: non-discretionary investment advice regarding the investment alternatives available to the Plan; assisting in the development of the investment policy statement; providing investment advice to the Plan with respect to the selection of a qualified default investment alternative if applicable; assisting in the education of the participant about general investing principles and investment alternatives available under the Plan in accordance with Department of Labor Interpretive Bulletin 96-1. Aprio WM will not provide investment

advice concerning the appropriateness of any investment option for a particular participant or beneficiary under the Plan and will not be acting as an ERISA fiduciary for purposes of providing educational services. Aprio WM offers basic financial planning services to all clients as part of the Asset Management Program. Financial Planning services are also offered under a separate agreement to assist clients who are not part of the Asset Management Program or who have more complex planning issues. The term Financial Planning refers to analyzing and reviewing the Client’s financial status, goals and objectives and cover scenarios in areas such as: Financial Position, Investment Planning, Protection Planning, Retirement Planning, Charitable Planning and Estate Planning. For clients of AWM that also utilize sub-advisory services of a separate unaffiliated registered investment adviser for asset management, the client signs a separate Investment Advisory Agreement with the sub-advisor and pays separate fees to the sub-advisor that are not shared with AWM. In these cases, generally, AWM deducts its fees directly from the client, and the sub-advisor deducts its fees separately from the client, as stated in each Agreement. In some rare instances, AWM will deduct both AWM’s advisory fee and the sub-advisor’s advisory fee and compensate the sub-advisor its portion. Conversely, in some other rare instances, the sub-advisor may deduct both AWM’s advisory fee and the sub-advisor’s fee from the client and compensate AWM for its portion. These details are stated in each Sub-Advisory Agreement. Aprio WM may offer certain Clients an opportunity to invest in private investments through alternative platforms. In doing so, Aprio WM will undertake standard due diligence to ensure these opportunities are suitable for the Clients in question. Aprio WM will receive customary advisory based compensation for making these arrangements. Aprio WM may also receive referral compensation from the alternative platforms. This will be clearly disclosed to affected Clients. Aprio WM does not participate in a wrap fee program. Assets Under Management: As of December 31, 2023, we manage $1,009,082,708 in Client assets on a discretionary basis, and $826,076,956 in Client assets on a non-discretionary basis.