Aperio Group, Llc
THREE HARBOR DRIVE, Sausalito, California 94965
SEC CRD#111616
Last ADV filed: 12/22/2025
Verified Fiduciary
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Fee-Only Verified
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No Conflicts Detected
Based on SEC filings, this firm does not sell insurance, operate as a broker-dealer, or offer proprietary products.
Fee Structure
Compensation methods:
Percentage of AUMFixed fees
Disciplinary Disclosures
This firm has 13 disclosures on record with the SEC.
Regulatory actions
A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.
Compensation Transparency
Based on SEC filings, this firm is compensated exclusively through client fees. No additional revenue from insurance sales, brokerage commissions, or proprietary products was disclosed.