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AVRIO WEALTH PTE LTD
CRD 306064File 801-117905
APPROVED
Retail clients
Filing as of Apr 13, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.