← Back to searchVisit website
AVRIO WEALTH PTE LTD
CRD 306064 · SEC 801-117905
3 CHURCH STREET, 27-02, SINGAPORE, NJ, 049483, Singapore
Phone
6562406865
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$178.3M
Discretionary AUM
$160.0M
Team
8 total employees; 2 advisory reps; 7 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; INSURANCE PREMIMUMS
Org form
Other (specify)
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersTAX PLANNING, ESTATE PLANNING, INSURANCE
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 134 | $177.6M |
| Pension/profit sharing plans | 1 | $612K |
| Corporations/business entities | 1 | $11K |
States served
NJ, TX
All web addresses on file
Official SEC filing: View on IAPD