# Avrio Wealth Pte Ltd

> Avrio Wealth Pte Ltd is an SEC-registered investment advisory firm in Singapore, Singapore, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 13, 2026.

- CRD: 306064
- Filed as: AVRIO WEALTH PTE LTD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Singapore, Singapore
- Filing period: October 2026
- Form ADV filing dated: April 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306064
- AdvisorCensus page: https://advisorcensus.com/firm/avrio-wealth-pte-ltd-singapore-306064

## Quick answers

**How is Avrio Wealth Pte Ltd compensated?**
On its Form ADV (Item 5.E, October 2026), Avrio Wealth Pte Ltd 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 Pte Ltd located?**
Avrio Wealth Pte Ltd's principal office is in Singapore, Singapore, according to its Form ADV.

**Is Avrio Wealth Pte Ltd registered with the SEC or a state?**
Avrio Wealth Pte Ltd is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306064.

**How much does Avrio Wealth Pte Ltd manage?**
Avrio Wealth Pte Ltd reports $178,258,725 in regulatory assets under management in its Form ADV filing dated April 13, 2026 (90% discretionary).

**How have Avrio Wealth Pte Ltd's assets and staff changed since 2021?**
In the Form ADV data for Avrio Wealth Pte Ltd: Regulatory assets under management: $96,747,714 in the October 2021 data and $178,258,725 in the October 2026 data, up 84%. Total employees: 5 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Avrio Wealth Pte Ltd serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (134); pension and profit sharing plans (but not the plan participants or government pension plans) (1); corporations or other businesses not listed above (1).

**Which custodians does Avrio Wealth Pte Ltd use?**
Avrio Wealth Pte Ltd's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Avrio Wealth Pte Ltd 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/306064

**What changed in Avrio Wealth Pte Ltd's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 2. Regulatory assets under management went from $146,914,095 to $178,258,725 (+21%).

## 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))
- Interactive Brokers LLC

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: $178,258,725
- Discretionary: $159,972,604
- Non-discretionary: $18,286,121

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 134 | $177,635,108 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $612,357 |
| Corporations or other businesses not listed above | 1 | $11,260 |

### 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: 2020 (6 years)
- Employees: 8 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $96,747,714 | 5 | March 24, 2021 |
| October 2022 | $118,560,503 | 7 | March 14, 2022 |
| October 2023 | $114,556,596 | 7 | March 16, 2023 |
| October 2024 | $135,578,831 | 7 | August 1, 2024 |
| October 2025 | $146,914,095 | 7 | July 9, 2025 |
| October 2026 | $178,258,725 | 8 | April 13, 2026 |

Regulatory assets under management: $96,747,714 in the October 2021 data and $178,258,725 in the October 2026 data, up 84%.
Total employees: 5 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 2.
- Regulatory assets under management went from $146,914,095 to $178,258,725 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Avrio Wealth Pte Ltd (CRD 306064): Form ADV filing data as of October 2026.