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AVRIO WEALTH LLC
CRD 337579 · SEC 801-134128
745 5TH AVE,, #500, NEW YORK, NY, 10151, United States
Phone
(646) 825-3957
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$27.3M
Discretionary AUM
$19.2M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; INSURANCE PREMIMUMS
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersTAX PLANNING ESTATE PLANNING INSURANCE
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 35 | $27.3M |
States served
NJ, NY, TX
All web addresses on file
Official SEC filing: View on IAPD