{
  "crd_number": 337579,
  "slug": "avrio-wealth-llc-new-york-ny-337579",
  "primary_business_name": "AVRIO WEALTH LLC",
  "legal_name": "AVRIO WEALTH LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-08-11",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 27288602.0,
  "raum_discretionary": 19194151.0,
  "raum_non_discretionary": 8094451.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 27288602.0,
      "count": 35
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NJ",
    "NY",
    "TX"
  ],
  "websites": [
    "https://avriowealth.com",
    "https://linkedin.com/company/avrio-wealth",
    "https://x.com/avriowealth?lang=ar"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337579",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/avrio-wealth-llc-new-york-ny-337579",
  "display_name": "Avrio Wealth LLC",
  "summary": "Avrio Wealth LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Avrio Wealth LLC (CRD 337579): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Avrio Wealth LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Avrio Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Avrio Wealth LLC located?",
      "a": "Avrio Wealth LLC's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Avrio Wealth LLC registered with the SEC or a state?",
      "a": "Avrio Wealth LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337579."
    },
    {
      "q": "How much does Avrio Wealth LLC manage?",
      "a": "Avrio Wealth LLC reports $27,288,602 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (70% discretionary)."
    },
    {
      "q": "What types of clients does Avrio Wealth LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (35)."
    },
    {
      "q": "Which custodians does Avrio Wealth LLC use?",
      "a": "Avrio Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Avrio Wealth LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337579"
    },
    {
      "q": "What changed in Avrio Wealth LLC's recent Form ADV filings?",
      "a": "In the December 2025 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/avrio-wealth-llc-new-york-ny-337579.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 35,
      "fewer_than_5": false,
      "raum": 27288602.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337579",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}