The AVRIO WEALTH is a privately held investment adviser that advises $205.55mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. AVRIO WEALTH is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 112.46% over the last 5-years.
The Group has been registered with the SEC for 6.49 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 3 CHURCH STREET 27-02, SINGAPORE, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 11 employees comprised of 5 investment and 6 non-investment staff. The total number of Employees increased by 120% over the last 5-years.
Their $205.55mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 2 other accounts. Assets of High Net Worth Individuals clients own $204.92mn or 99.7% of Total Assets and Pension and Profit Sharing Plans-Private own $612.36K or 0.3% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
AVRIO WEALTH names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.