AVRIO WEALTH LLC

AVRIO WEALTH LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 337579). Regulatory assets under management: $27.3M.

Registration

• CRD: 337579
• SEC file number: 801-134128
• Type: Registered investment adviser
• Location: 745 5TH AVE,, #500, NEW YORK, NY, 10151
• Phone: (646) 825-3957
• Latest filing: 2026-03-25
• Regulatory AUM: $27.3M
• Discretionary AUM: $19.2M
• Non-discretionary AUM: $8.1M
• Clients: 3
• Accounts: 82

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337579 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search