← Directory
AVRIO WEALTH PTE LTD
CRD 306064File 801-117905
APPROVED
Retail clients
Filing as of Apr 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$178.3M
Bottom 25% of cohort (national)
Discretionary AUM
$160.0M
Non-discretionary $18.3M
Clients
136
393 accounts
Employees
8
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Feb 5, 2020
- Principal office
- 3 CHURCH STREET, 27-02, SINGAPORE, 049483
- Phone
- 6562406865
- Website
- https://avriowealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $178.3M
- Discretionary AUM
- $160.0M
- Non-discretionary AUM
- $18.3M
- Discretionary accounts
- 357
- Non-discretionary accounts
- 36
- Total accounts
- 393
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $11K |
| High net worth individuals | 134 | $177.6M |
| Pension and profit sharing plans | Fewer than 5 | $612K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — INSURANCE PREMIMUMS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2026 | Clients | 134 | 136 | increased by2 |
| Apr 1, 2026 | AUM | $146,914,095 | $178,258,725 | increased by$31,344,630 |
| Apr 1, 2026 | Accounts | 387 | 393 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 181 | 134 | decreased by47 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $118,560,503 | $146,914,095 | increased by$28,353,592 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 298 | 387 | increased by89 |
| Mar 1, 2022 | Employees | 6 | 7 | increased by1 |
| Mar 1, 2022 | Clients | 160 | 181 | increased by21 |
| Mar 1, 2022 | AUM | $96,747,714 | $118,560,503 | increased by$21,812,789 |
| Mar 1, 2022 | Accounts | 252 | 298 | increased by46 |
| Dec 1, 2021 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AVRIO WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AVRIO WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.