FLORIO WEALTH MANAGEMENT, LLC

FLORIO WEALTH MANAGEMENT, LLC of SEMINOLE, FL is an SEC-registered investment adviser (CRD 311831). Regulatory assets under management: $6.5M.

Registration

• CRD: 311831
• Type: Registered investment adviser
• Location: 8200 SEMINOLE BLVD., SEMINOLE, FL, 33772
• Phone: (513) 388-6303
• Latest filing: 2026-02-13
• Regulatory AUM: $6.5M
• Non-discretionary AUM: $6.5M
• Clients: 2
• Accounts: 47

Business model

Compensation: % of AUM, Commissions.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311831 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search