Avrio Wealth LLC
Avrio Wealth LLC is an SEC-registered ria in New York, NY with $27.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Avrio Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 337579, SEC 801-134128, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $27.3M (2026-03-25)
- Firm type
- Ria
- Location
- New York, NY
- Employees
- 3
- Clients
- 35
- CRD
- 337579
- Ownership
- Weiss, Daniel, Joseph; AVRIO HOLDINGS LLC (DELAWARE); EIGHTEEN NINETEEN LLC; REGAL, ANN MARIE
How much AUM does Avrio Wealth LLC have?
Avrio Wealth LLC reported $27.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Avrio Wealth LLC?
Disclosed owners and executives of Avrio Wealth LLC include Weiss, Daniel, Joseph, AVRIO HOLDINGS LLC (DELAWARE), EIGHTEEN NINETEEN LLC, REGAL, ANN MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.