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They include 715 individual clients, 345 high-net-worth individuals and 9 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Apriem Advisors offer?","answer":"Apriem Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, publishing newsletters, educational seminars, estate planning, insurance, and philanthropic planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Apriem Advisors charge?","answer":"Apriem Advisors charges 0.50%–0.95% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable.","source":"APRIEM ADVISORS FORM ADV PART 2, filed 10 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Apriem Advisors use?","answer":"Apriem Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.46B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Apriem Advisors have?","answer":"Apriem Advisors has 13 investment adviser representatives registered with state securities authorities, out of 17 employees, and 14 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 9 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Apriem Advisors invest in?","answer":"At the end of its last fiscal year, Apriem Advisors’ separately managed accounts held 59% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 5% cash and equivalents, 2% U.S. government and agency bonds, 2% investment grade corporate bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Apriem Advisors?","answer":"Apriem Advisors’ direct owners are Harmon Kong (50% to 75%), Rhonda Ducote (10% to 25%), Benjamin Lau (10% to 25%), Ducote Family Trust Dated 8/28/2001 (10% to 25%), Ducote Family Trust Dated (10% to 25%), the Kong Trust Dated 8-17- 1998 (50% to 75%), the Kong Trust Dated 8-17- (50% to 75%), Lau Family Trust Dated 8/2/13 (10% to 25%), Lau Family Trust Dated (10% to 25%), James Ducote (10% to 25%), Lea Kong (50% to 75%), Wendy Lau (10% to 25%), Landon Yoshida (5% to 10%), Erica Yoshida (5% to 10%) and Yoshida Family Trust (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 10 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Apriem Advisors get paid?","answer":"Apriem Advisors is paid through a percentage of assets under management, fixed fees and performance-based fees. 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