# Avrio Wealth LLC

> 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.

- CRD: 337579
- Filed as: AVRIO WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337579
- AdvisorCensus page: https://advisorcensus.com/firm/avrio-wealth-llc-new-york-ny-337579

## Quick answers

**How is Avrio Wealth LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Avrio Wealth LLC located?**
Avrio Wealth LLC's principal office is in New York, NY, according to its Form ADV.

**Is Avrio Wealth LLC registered with the SEC or a state?**
Avrio Wealth LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337579.

**How much does Avrio Wealth LLC manage?**
Avrio Wealth LLC reports $27,288,602 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (70% discretionary).

**What types of clients does Avrio Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (35).

**Which custodians does Avrio Wealth LLC use?**
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.

**Does Avrio Wealth LLC report any disciplinary disclosures?**
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

**What changed in Avrio Wealth LLC's recent Form ADV filings?**
In the December 2025 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $27,288,602
- Discretionary: $19,194,151
- Non-discretionary: $8,094,451

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 35 | $27,288,602 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- avriowealth.com
- LinkedIn @avrio-wealth
- X @avriowealth

## Changes in the filing (last 12 months)

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Avrio Wealth LLC (CRD 337579): Form ADV filing data as of October 2026.