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Avrio Wealth PTE LTD

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Client assets under management

$177,635,108

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Clients

134

100% high-net-worth

Advisors

3

of 8 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

45

Typical

Average account size

$1,325,635

About

Avrio Wealth Pte Ltd provides financial planning, investment management, and insurance advisory services primarily to high‑net‑worth individuals, as well as to corporations and institutional clients, with relationships managed on both discretionary and non‑discretionary bases. The firm reports assets under management in the low hundreds of millions across a small advisory team and structures engagements around written investment policy statements.

The firm’s client process begins with a comprehensive financial plan and periodic personalized discussions to set objectives, suitability, and asset allocation, emphasizing a total‑return approach and diversified portfolios built largely with low‑cost ETFs plus select stocks, bonds and alternative investments. Accounts are reviewed at least quarterly and rebalanced as needed; Avrio conducts due diligence on third‑party managers and alternative private investments and may provide advice on digital assets while not assuming direct trading access or custody for those holdings.

What distinguishes Avrio from many peers is that its principal office is located outside the U.S. and it serves a notable non‑U.S. client base while also maintaining registration with the U.S. SEC and a Capital Markets Services license with its home regulator. The firm is affiliated with other advisory entities (including a U.S.-registered adviser and a Delaware vehicle used to aggregate investor loans), and certain advisers are licensed life‑insurance producers who may earn commissions on insurance products.

Client services

Financial planning Portfolio management Selection of other advisers Tax planning, estate planning, insurance

Expertise

Wealth management Private / alternative investments Real estate investing

Occupation focus

Founder/Business Owner Executive

Demographic focus

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

Flat fees for comprehensive financial planning start at 12,500 and may exceed 50,000+, annual flat fees for integrated services start at 12,500 for first 1,000,000 of net worth.

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $7,000,000: 0.50% $7,000,001+: 0.40%

Project-based

Hourly rates for financial planning start at 600 (currency as specified in Client agreement).

Other

Minimum fee: Minimum annual fee of 12,500 per client per year for most services. Minimum annual fee of 12,500 for investment management only relationships. The firm has discretion to waive the minimum fee. Fee-only: Flat fees for financial planning start at 12,500 and can exceed 50,000+, hourly rates start at 600, project fees negotiated based on complexity. Flat fee for integrated financial planning and investment advisory services with minimum 12,500 annually for first 1,000,000 of billable net worth, with 0.50% fee above 1,000,000.

Most active in

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New Jersey · Texas

Disclosures

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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Website 6562406865

Advisors at this firm

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Daniel W

CFP®, Series 65

Remote

Avrio Wealth PTE LTD

Daniel Weiss is a CFP® professional with five years of industry experience. He is currently a financial planner at Avrio Wealth PTE LTD and Avrio Wealth LLC, and has prior experience at PrairieView Partners and Chen Planning. Avrio Wealth is an SEC-registered advisory firm serving high-net-worth individuals, corporations, and institutions, including cross-border clients. The firm employs a globally diversified, total-return investment approach with an emphasis on asset allocation using low-cost ETFs, equities, bonds, and alternatives.

Wealth management Private / alternative investments Real estate investing Founder/Business Owner Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Ann Marie R

CFP®, Series 63

Remote

Avrio Wealth PTE LTD

Ann Marie Regal is a CFP® with 10 years of industry experience, currently serving as a Member and Chief Compliance Officer at Avrio Wealth LLC. She has prior experience at Capital Privée Suisse S.A. and Globaleye Pte Ltd. Ms. Regal is also the CEO and CCO of Avrio Wealth Pte Ltd and holds a license from the Monetary Authority of Singapore. Additionally, she serves as a managing member of CPS German I, LLC, which originates and services loans to real estate developers. Avrio Wealth LLC advises high-net-worth individuals, corporations, and institutions, including cross-border clients, on integrated financial planning and investment management. The firm offers comprehensive planning with written Investment Policy Statements, global diversification primarily through ETFs, and conducts due diligence on alternative investments, serving a focused client base with an international and affiliated structure.

Wealth management Private / alternative investments Real estate investing Founder/Business Owner Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
user avatar

Sarah P

CFP®

Cedar Grove, NJ

Avrio Wealth PTE LTD

Sarah Pezzino is a CFP® professional with one year of industry experience, currently with Avrio Wealth LLC. Her prior roles include positions at Avrio Wealth PTE LTD and Cambly Inc. Outside of financial advising, she works seasonally as a shopper for Whole Foods Market. Avrio Wealth LLC advises high-net-worth individuals, corporations, and institutions, including cross-border clients, on integrated financial planning and investment management. The firm offers a comprehensive planning process with written Investment Policy Statements and manages globally diversified portfolios using ETFs, equities, bonds, real estate, private equity, and alternative investments.

Wealth management Private / alternative investments Real estate investing Founder/Business Owner Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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