Avrio Wealth LLC
● SEC registered since 2025CRD 337579SEC# 801-134128New York, NY
Reg. AUM
$27.3M
Employees
3
Accounts
82
Location
New York, NY
Avrio Wealth LLC assets under management
Avrio Wealth LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2025. It reports $27.3 million in regulatory assets under management and employs 3 people.
Avrio Wealth LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Marie Regal Control | Member/Cco | Under 5% | 2025 |
| Avrio Holdings LLC (delaware) Control | Owner | Over 75% | 2025 |
| Daniel Joseph Weiss Control | Executive Director | Under 5% | 2025 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Avrio Wealth LLC manage?
Avrio Wealth LLC reports $27.3 million in regulatory assets under management on its Form ADV.
How many employees does Avrio Wealth LLC have?
Avrio Wealth LLC reports 3 employees.
Where is Avrio Wealth LLC located?
Avrio Wealth LLC is based in New York, NY and has been SEC-registered since 2025.
Does Avrio Wealth LLC disclose fund performance?
Avrio Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 745 5th Ave,, #500, New York, NY 10151 |
| Phone | (646) 825-3957 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$27.3M▲ 5%
Dec '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$27.3Mregulatory AUM
Discretionary $19.2MNon-discretionary $8.1M