Avrio Wealth PTE LTD
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$177,635,108
Clients
134
Advisors
3
of 8 employees
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
Expertise
Occupation focus
Demographic focus
Fee options
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.
$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%
Hourly rates for financial planning start at 600 (currency as specified in Client agreement).
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
New Jersey · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Daniel W
CFP®, Series 65
Remote
Avrio Wealth PTE LTD
Daniel Weiss is a CFP® with six years of industry experience, currently serving as a financial planner at Avrio Wealth PTE LTD. His prior experience includes roles at PrairieView Partners and Chen Planning, as well as positions with educational institutions such as Golden Gate University. Avrio Wealth PTE LTD provides financial planning, investment management, and insurance advisory services primarily to high-net-worth individuals, corporations, and institutional clients. The firm emphasizes a total-return approach with diversified portfolios, serving a notable non-U.S. client base while maintaining registration with the U.S. SEC.
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.
Michael H
CFA®
Remote
Avrio Wealth PTE LTD
Michael Humphreys is a CFA® charterholder with one year of industry experience. He is currently an advisor at Avrio Wealth PTE LTD, where he has worked since 2024. His prior experience includes roles at Providend and AAM Advisory Pte Ltd, as well as a five-year period at Wint Thai Trading Pte Ltd. Avrio Wealth is an SEC-registered advisory firm serving high-net-worth individuals, corporations, and institutions, including cross-border clients. The firm emphasizes comprehensive financial planning and employs a globally diversified, total-return investment approach using low-cost ETFs, equities, bonds, and alternatives.
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