Aio Financial, LLC
Aio Financial, LLC is an SEC-registered wealth manager in Tucson, AZ with $199.2M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Aio Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114030, SEC 801-118105, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $199.2M (2026-02-20)
- Firm type
- Wealth Manager
- Location
- Tucson, AZ
- Employees
- 4
- Clients
- 197
- CRD
- 114030
- Ownership
- HOLLIDAY, WILLIAM, MICHAEL
How much AUM does Aio Financial, LLC have?
Aio Financial, LLC reported $199.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Aio Financial, LLC?
Disclosed owners and executives of Aio Financial, LLC include HOLLIDAY, WILLIAM, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.