# Florio Wealth Management, LLC

> Florio Wealth Management, LLC is a state-registered investment advisory firm in Seminole, FL, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.

- CRD: 311831
- Filed as: FLORIO WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Seminole, FL
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311831
- AdvisorCensus page: https://advisorcensus.com/firm/florio-wealth-management-llc-seminole-fl-311831

## Quick answers

**How is Florio Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Florio Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Florio Wealth Management, LLC located?**
Florio Wealth Management, LLC's principal office is in Seminole, FL, according to its Form ADV.

**Is Florio Wealth Management, LLC registered with the SEC or a state?**
Florio Wealth Management, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311831.

**How much does Florio Wealth Management, LLC manage?**
Florio Wealth Management, LLC reports $6,503,676 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (0% discretionary).

**What types of clients does Florio Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33).

**Does Florio Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311831

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $6,503,676
- Discretionary: $0
- Non-discretionary: $6,503,676

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $3,831,689 |
| High net worth individuals | Fewer than 5 | $2,671,987 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- floriowealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Florio Wealth Management, LLC (CRD 311831): Form ADV filing data as of October 2026.