Avrio Wealth LLC

● SEC registered since 2025CRD 337579SEC# 801-134128New York, NY

Export (members)

Reg. AUM

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Employees

Accounts

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Location

New York, NY

Avrio Wealth LLC assets under management

Avrio Wealth LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2025. It employs 3 people.

avriowealth.com View on SEC.gov ↗

Avrio Wealth LLC owners & executives

5 reported

Name	Title	Ownership	Since
Ann Marie Regal Control	Member/Cco	Under 5%	2025
Avrio Holdings LLC (delaware) Control	Owner	Over 75%	2025
Daniel Joseph Weiss Control	Executive Director	Under 5%	2025
████████████	████████████	████████████	$•••

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Frequently asked questions

How many employees does Avrio Wealth LLC have?

Avrio Wealth LLC reports 3 employees.

Where is Avrio Wealth LLC located?

Avrio Wealth LLC is based in New York, NY and has been SEC-registered since 2025.

Does Avrio Wealth LLC disclose fund performance?

Avrio Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address	745 5th Ave,, #500, New York, NY 10151
Phone	(646) 825-3957
Office hours	9 a.m. - 5 p.m.
SEC region	New York Regional Office (NYRO)
Discloses disciplinary history	No