Your Multigenerational Wealth Management Team

About Us

planning what to do after inheriting money
The Apriem Way

Stewarding Wealth Across Generations.

Stewarding Wealth Across Generations.

Apriem partners with high-net-worth individuals and families to navigate the full complexity of their financial lives. Through a deeply coordinated approach, we bring clarity and momentum to every facet of wealth so clients can pursue what matters most with confidence and long-term peace of mind for generations to come.

The Apriem Difference

We strive for diversity across the globe

Beyond The Numbers

Sound financial analysis is the starting point at Apriem, not the finish line. We go further by guiding high-net-worth individuals and families through the emotional, behavioral, and generational side of wealth, helping them make confident decisions rooted in purpose and long-term intention.

$1.4b

in Assets Under Management*

+99%

Retention rate*
wealth management guidance for families through major life changes

Meet the people behind Apriem

Get to know the team that supports every step of your financial journey.

harmon kong values over valuables

Harmon Kong, CFP®, AIF®

Co-Founder

Rhonda Ducote Apriem Advisors

Rhonda Ducote, AIF®

President, CEO, Partner

Chris Whitaker 10 smart money milestones apriem advisors

Chris Whitaker, CFP®, AIF®

Chief Wealth Manager, Partner

ben lau, apriem advisors

Benjamin Lau, CFA®

Chief Investment Officer, Partner

advisor working with business owner after liquidity event

Jennifer Olson, CFA®, CFP®, CIPM®, AIF®

Chief Financial Officer, Partner

financial advisor helping clients after receiving an inheritance

Landon Yoshida, CRPC®, AIF®

Chief Business Development Officer, Partner

Shawn Covarrubias, Apriem Advisors

Shawn Covarrubias, AIF®

V.P. of Client Services, Partner

Mark Iwamoto Apriem Advisors

Mark Iwamoto, MBA

Co-Founder

financial planning support after the loss of a spouse

Joshua Garland, ChFC®, AIF®

Senior Financial Advisor

Cole duct, apriem advisors, wealth management Irvine ca

Cole Ducote, AIF®

Financial Advisor

planning what to do after inheriting money

Megan Schwab, CFP®, AIF®

Financial Advisor

advisor working with business owner after liquidity event

Halle Miller, MBA

Associate Financial Advisor

divorce financial planning

Lindsay Duran

Client Services Manager

advisor working with business owner after liquidity event

Jose Rendon, AIF®

Financial Analyst

Kenneth Wollin, priem advisors

Kenneth Wolin

Senior Portfolio Administrator

planning what to do after inheriting money

Kyle Kong

Portfolio Administrator

advisor working with business owner after liquidity event

Brianna Lamb

Manager of Corporate Communications

legacy planning and wealth transfer strategy

Jessica Borrego

Administrative Assistant

Frequently Asked Questions

Insight to Help You Move Forward.

Apriem Advisors is primarily compensated through ongoing advisory fees based on the assets we manage, typically deducted directly from client accounts. We also offer financial planning and estate planning services to both clients and non clients for flat fees based on individual needs.

A wealth manager at Apriem Advisors helps you organize, grow, and protect your financial life through coordinated advice and ongoing oversight tailored to your goals. This includes investment management, where portfolios are constructed, monitored, and adjusted over time; financial planning, such as retirement, cash-flow, and major-goal planning; and risk management, including guidance on insurance and asset protection strategies. Apriem also provides tax-aware planning, estate and legacy planning coordination, and support during major life transitions.

Apriem Advisors generally requires a minimum relationship size of $500,000 to open or maintain an investment management account. Minimums may be reduced or waived at the firm’s discretion, and existing clients may be maintained at lower minimums.

Yes. Financial planning is included as part of Apriem’s investment advisory services when a client engages the firm for ongoing wealth management. Apriem also offers financial planning as a standalone service for clients who do not require ongoing investment management. Standalone financial planning is available across four service tiers, with fees determined based on the scope and complexity of the plan.

Not at all! While we’re always happy to meet in person, we also offer virtual meetings. Wherever you’re located, you’ll receive the same personalized, high-touch experience.

Yes, absolutely. Apriem Advisors serves clients across the United States, working seamlessly through secure virtual meetings and digital tools to provide the same level of personalized service regardless of location.

 Yes. Apriem Advisors offers a set of established investment strategies designed to address a range of client objectives. Portfolios are implemented within these frameworks and may be adjusted, as appropriate, to reflect individual goals, risk tolerance, and constraints.

Your dedicated advisor serves as your primary point of contact and relationship lead. As appropriate, other experienced members of the Apriem Advisors team may be involved to support continuity, depth of expertise, and responsiveness. Our collaborative, family-centric approach ensures that your relationship is supported by a team that knows you well and remains focused on your long-term objectives.

Yes. Apriem’s investment strategies are developed and managed by our internal team. In certain cases, based on a client’s specific portfolio needs or objectives, we may utilize select third-party investment platforms to access additional investment options. Even in those situations, Apriem remains responsible for designing, overseeing, and managing the overall investment strategy.

Apriem Advisors provides comprehensive wealth management services designed to support clients at every stage of life. Services include investment management, with ongoing portfolio construction, monitoring, and adjustments; financial planning, including retirement planning, cash-flow planning, and goal-based planning; and tax-aware planning designed to improve after-tax outcomes. We also offer estate and legacy planning coordination, risk management and insurance guidance, and support during major life transitions. Services are tailored to each client’s needs and delivered through a long-term advisory relationship focused on ongoing oversight and proactive advice.

Getting started is easy. You can call our office at (949) 253-8888 to schedule an initial meeting with a wealth manager and discuss how we can best serve you. You can also click here to complete a brief form, and a member of our team will be in touch shortly to follow up.

retirement planning advisor meeting with clients
We’ve Got Answers

Have questions?

Have Questions?

We understand that choosing a financial advisor is an important decision. At Apriem Advisors, our team is here to answer your questions, provide clarity, and serve as your trusted partner in wealth management and financial planning.

Call us at 949-253-8888 or email Bri at bri@apriem.com to connect with our team and learn more about how Apriem Advisors can support your financial goals.

Have Questions?

We understand that choosing a financial advisor is an important decision. At Apriem Advisors, our team is here to answer your questions, provide clarity, and serve as your trusted partner in wealth management and financial planning.

Call us at 949-253-8888 or email Bri at bri@apriem.com to connect with our team and learn more about how Apriem Advisors can support your financial goals.

*As of 12/31/25