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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Apriem Advisors

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Apriem Advisors

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Wealth Management - Investment and Retirement Services - Charitable Services - Financial & Estate Planning Wealth. Happiness. Purpose.

You want to grow your wealth. Our job is to manage your assets so you can get back to life.

10/02/2026

America.gov is a new AI powered website that brings information from thousands of federal webpages together in one place. Here’s what it can help you do:

✔️ Find information on federal services and programs
✔️ Get help enrolling in programs like Medicare
✔️ Renew your passport
✔️ Browse federal job postings and more

A quick reminder: because the answers are AI generated, it’s always a good idea to confirm important details with the official government source before acting on them.

Thinking about Medicare or other retirement decisions? Our team can help you see how those choices fit into your overall financial plan.

10/01/2026

This fall, we celebrated five years of KW at Apriem! 🎉

As our Senior Portfolio Administrator and an important member of our trading team, Kenny brings precision, diligence and a strong attention to detail to his work every day. His reliability, expertise and willingness to step in wherever needed make him an invaluable part of our team.

Over the past five years, Kenny has become someone our team can consistently count on, and we’re incredibly grateful for everything he brings to Apriem.

Congratulations on five years, Kenny! We’re lucky to have you and look forward to many more! 💙

09/21/2026

Today, we’re celebrating a very special milestone at Apriem! 🎉

For over 15 years, Shawn Kallan Covarrubias, VP of Client Services and Partner, has been an integral part of who we are. Her dedication to our clients, commitment to our team and genuine care for the people around her have made a lasting impact on Apriem.

Shawn leads with heart, serves with purpose and represents so much of what we value as a firm. We are incredibly grateful for the many years she has given to Apriem and even more grateful to have her as part of our story.

Please join us in celebrating Shawn and this incredible milestone! 💙

09/14/2026

Happy Birthday to Jennifer Necir Olson — the one who truly does it all! 🎂🎉

From keeping things running behind the scenes to showing up for every detail that matters, Jen is a true asset to the Apriem team. Thank you for everything you do, day in and day out.

Wishing you a wonderful birthday, Jen! 🎉

09/10/2026

Happy (almost) Birthday to Harmon Kong 🎉!

We’re endlessly grateful for everything you’ve given to Apriem, Harmon. Wishing you a fantastic birthday!

09/09/2026

Numbers don’t lie. But they don’t tell the whole story either.

Swipe to see why Apriem chooses to comply with the GIPS® Standards, and why we go a step further with independent verification every year. →

GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. Apriem Advisors claims compliance with GIPS® and undergoes independent verification annually. For more information and disclosures visit www.apriem.com/gips-compliance/

09/02/2026

Happy Birthday to the heart and soul of Apriem Advisors, Lindsay Duran, our Client Services Manager🎂

Today we’re celebrating someone whose dedication and spirit help shape who we are as a team. Thank you for everything you bring to Apriem, every single day.
Here’s to another great year ahead. 🎉

08/27/2026

Apriem Advisors was proud to sponsor and join the 19th Annual “Life. Links. Love.” Charity Golf Tournament, hosted by SoCal Hospice Foundation at Newport Beach Country Club. A wonderful day on the course in support of compassionate end of life care for families across our community. Grateful to be part of an event that gives back in such a meaningful way. 🏌️‍♂️💛

08/18/2026

Nine years ago, Chris Whitaker joined Apriem early in his career. This year, Forbes named him a Best-In-State Next-Gen Advisor for California. 🏆

At 35, he leads a team of 10 advisors as our Chief Wealth Manager, with over a 99.4% client retention rate in the last 3 years. He’s also preparing to start the executive program at Yale School of Management, continuing to sharpen his expertise so he can serve our clients at the highest level.

Congratulations, Chris. This one is earned.

08/05/2026

Big opportunities often start with small investments.

Trump Accounts are a new way to help children begin building long term financial security. Swipe to learn the basics and see whether they may be a fit for your family.

Questions? We’re always happy to help.

Disclosures: The information provided is based on current federal legislation and available guidance as of 7/27/26. Program rules, eligibility requirements, contribution limits, investment options, and tax treatment are subject to change. Please consult your financial, tax, or legal advisor regarding your specific circumstances.

Address

19200 Von Karman Avenue , Suite 1050
Irvine, CA
92612

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+19492538888

Website

http://www.apriem.com/, https://www.apriem.com/disclosures/

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