# AVRIO WEALTH LLC

AVRIO WEALTH LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 337579
- Type: SEC-registered investment adviser
- SEC file number: 801-134128
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Ann Marie Regal | MEMBER/CCO; OWNER | — |
| Daniel Joseph Weiss | EXECUTIVE DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/337579/brochure
- Similar advisers: https://search.stillhousedata.com/firm/337579/similar
- Related entities: https://search.stillhousedata.com/firm/337579/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/337579

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.