DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Srbo Nmn Radisavljevic

Aprio Wealth Management, LLCindependent RIASchaumburg, Il IA-onlyIAPD 2806101

Certified Financial Planner

Feed of 09/14/2026

Also filed as Srbo Radisavljevic

At current firm

1 y

since Jan 17, 2025

In the industry

29 y

since Jul 10, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Aprio Wealth Management, LLC independent RIA current
since Jan 17, 2025 · Atlanta, Ga
Krd Wealth Management, LLC former
Feb 10, 2022 to Mar 31, 2025 · Schaumburg, Il
Strategic Edge Wealth Management, LLC unclassified
Jun 19, 2015 to Apr 8, 2022 · Rosemont, Il
Edge Financial Advisors, LLC former
Jan 3, 2011 to Aug 13, 2015 · Wheaton, Il
Strategic Edge Wealth Management, LLC unclassified
Jul 21, 2008 to Dec 31, 2010 · Northbrook, Il
Strategic Advisers LLC national BD
Jan 20, 2000 to Mar 10, 2009 · Wilmette, Il

Moves

a registration end followed by a registration begin elsewhere

Krd Wealth Management, LLC to Aprio Wealth Management, LLC
left Mar 31, 2025, registered Jan 17, 2025 (-73 days) · RIA to RIA
Strategic Edge Wealth Management, LLC to Krd Wealth Management, LLC
left Apr 8, 2022, registered Feb 10, 2022 (-57 days) · Other
Edge Financial Advisors, LLC to Strategic Edge Wealth Management, LLC
left Aug 13, 2015, registered Jun 19, 2015 (-55 days) · Other
Strategic Edge Wealth Management, LLC to Edge Financial Advisors, LLC
left Dec 31, 2010, registered Jan 3, 2011 (3 days) · Other
Strategic Advisers LLC to Strategic Edge Wealth Management, LLC
left Mar 10, 2009, registered Jul 21, 2008 (-232 days) · Other

Signals

Srbo Nmn Radisavljevic left Krd Wealth Management, Llc for Aprio Wealth Management, Llc (registered 2025-01-17)
Mar 31, 2025 · Advisor changed firm · fact
Srbo Nmn Radisavljevic left Strategic Edge Wealth Management, Llc for Krd Wealth Management, Llc (registered 2022-02-10)
Apr 8, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address