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AVRIO WEALTH LLC
CRD 337579File 801-134128
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$27.3M
Bottom 25% of cohort (national)
Discretionary AUM
$19.2M
Non-discretionary $8.1M
Clients
35
82 accounts
Employees
3
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 11, 2025
- Principal office
- 745 5TH AVE,, #500, NEW YORK, NY, 10151
- Phone
- (646) 825-3957
- Website
- https://avriowealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $27.3M
- Discretionary AUM
- $19.2M
- Non-discretionary AUM
- $8.1M
- Discretionary accounts
- 47
- Non-discretionary accounts
- 35
- Total accounts
- 82
- AUM per client
- $780K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 35 | $27.3M |
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.