AVRIO WEALTH LLC

Overview

Avrio Wealth LLC is an independent registered investment adviser that serves individuals and families with a mix of financial planning, portfolio management for individuals and small businesses, and manager selection services. The firm also operates as an insurance broker and acts as a capital allocator, directing client capital into third‑party alternative managers when appropriate. Fee arrangements are flexible and include percentage of AUM, hourly charges, fixed fees and other structures, which supports working with a range of client needs and engagement types. Investmently, Avrio Wealth favors pooled public vehicles as core holdings while retaining the capability to place client capital into alternative strategies. The firm manages both discretionary and non‑discretionary mandates and emphasizes manager selection for allocations to private funds and specialist strategies. It is listed as an SEC‑registered adviser (registration year shown as 2025 on the filing).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices