Mark Iwamoto, MBA

Financial planner meeting with clients in Irvine ca at Apriem Advisors about charitable planning

Co-Founder

Mark Iwamoto co-founded Apriem Advisors in 1998 and serves as a Wealth Manager and financial advisor, helping clients build personalized investment portfolios aligned with their unique goals and circumstances. Known for his disciplined and often contrarian investment approach, Mark has built a reputation for identifying overlooked opportunities while remaining focused on each client’s long-term success.

Mark believes every client deserves a customized strategy rather than a one size fits all solution, and he is committed to delivering the personalized guidance and attention that define the Apriem experience.

Outside of work, Mark enjoys spending time with his family, attending his children’s sporting events, reading, wine tasting, and cycle spinning.
Years of experience*
Client retention rate*
$ in AUM*

Apriem advisors

Disclosures

*As of 7/14/26, company wide statistics