Apriem Advisors
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Rhonda Ducote
Independent wealth management firm providing fiduciary guidance, holistic planning, and multigenerational strategies.
Sector: Financial Services
Headquarters: Irvine
Year established: 1998
2022-2024 Growth Rate: 25.7%
Focus to move beyond a one generation model of wealth management. Instead of focusing only on the wealthiest member of the family, we engaged with the entire household: parents, kids, grandkids, and even great grandkids.
apriem.com
# of employees: 17
Top Executives: Rhonda Ducote, President & CEO
