FLORIO WEALTH MANAGEMENT, LLC

Overview

Florio Wealth Management, LLC is an independent registered investment advisor that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and selection-of-other-advisers services. The firm also operates as an insurance broker and uses both fee-based (percentage of AUM) and commission arrangements. Its client relationships are managed on a non‑discretionary basis, meaning clients retain final trading authority while the advisor provides recommendations and ongoing portfolio oversight. Investment activity centers on pooled public funds—primarily mutual funds and other public investment vehicles—rather than individual stock picking or extensive direct alternative investments. The firm acts as a capital allocator in the sense of selecting third‑party mutual fund managers and may engage other advisers when specialized solutions are needed. Florio Wealth Management is not an active ESG investor per its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices