Avrio Wealth Pte Ltd

RIASEC RegisteredEst. 2020

Total AUM

$178M

Discretionary

$160M

90% of AUM

Avg account

$454K

Accounts

393

Employees

Advisory reps

Firm details

Headquarters: Singapore,
CRD number: 306064
Registered since: February 5, 2020
Website: avriowealth.com
Custodians: INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI99.65%
Pension & Profit Sharing Plans0.34%
Corporations / Businesses0.01%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Avrio Wealth Pte Ltd is an independent registered investment adviser that began SEC registration in 2020. The firm serves a mix of individuals, families and institutional clients and combines fiduciary advisory work with insurance brokerage. Ownership is split between a domestic entity and individual owners. Avrio functions as a capital allocator, sourcing and placing client capital with third‑party managers in addition to providing financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its client fee models include percentage‑of‑AUM billing alongside hourly, fixed and other fee arrangements. The firm does not present itself as an ESG‑focused investor.