Florio Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Florio Wealth Management provides investment advisory services to individual and high‑net‑worth clients, focusing on portfolio management and the selection of third‑party money managers. The firm generally limits advice to fixed‑income securities and exchange‑traded funds and offers tailored plans and model allocations for each client.
The firm’s investment approach is built around modern portfolio theory and a long‑term trading orientation, and it conducts periodic reviews of client accounts. FWML does not trade client accounts or exercise investment discretion; instead it refers assets to third‑party advisers (including a disclosed relationship with Vimvest Securities LLC) and monitors those managers’ performance.
Notably, a firm principal is also a licensed insurance agent and may offer commissionable insurance products to clients, which the brochure identifies as a potential conflict of interest. The firm’s business model is referral‑based and non‑discretionary, with fee‑sharing arrangements with third‑party advisers rather than executing trades or taking custody—features that are less common among peers in this category.
Client services
Expertise
Fee options
All Assets+: 1.40% total fee (1.00% to FWML plus 0.40% to third party adviser)
Fee-only: 1.00% annually to FWML plus 0.40% annually to third-party adviser; total 1.40% annually, fees negotiable
Main office
8200 Seminole Blvd.
Seminole FL 33772
Advisors at this office
1
Most active in
Florida
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.
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