Avrio Wealth PTE LTD

Updated today

Find your advisor

Client assets under management

$177,635,108

Clients

134

100% high-net worth

Advisors

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,325,635

About

Avrio Wealth Pte Ltd is a small advisory firm with three advisors managing roughly $178 million for about 134 clients, primarily high‑net‑worth individuals as well as corporate and institutional clients. The firm provides financial planning, investment management, insurance advisory, and access to alternative private investments, and it reports approximately $96 million in assets under advisement in addition to its assets under management.

Investment decisions are guided by a total‑return, globally diversified approach that emphasizes strategic asset allocation and tax‑ and cost‑efficient instruments (commonly ETFs), while permitting direct holdings in equities, fixed income, private placements, real estate, and digital assets. Accounts are managed on discretionary or non‑discretionary terms with written investment policy statements, at least quarterly reviews and rebalancing, and the ability to engage third‑party managers for portions of client portfolios.

What is distinctive about Avrio compared with many peers is that the firm maintains its principal office outside the U.S., serves a notable proportion of non‑U.S. clients, and operates under SEC registration alongside foreign capital‑markets licensing. The firm is affiliated with other advisory entities (including a U.S. SEC‑registered affiliate), has personnel who are licensed insurance producers and involved in private investment vehicles, and discloses separate fee arrangements for alternative private investments and a policy of leaving proxy voting to clients.

Client services

Financial planning Portfolio management Selection of other advisers Tax planning, estate planning, insurance

Expertise

Private / alternative investments Real estate investing Wealth management Cash flow / budgeting

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Flat fees for financial planning starting at 12,500; flat fee for integrated services starting at 12,500 annually for first $1,000,000 net worth

Percentage

$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%

Project-based

Hourly rates start at 600 in the currency specified in Client’s agreement

Other

Account minimum: $12,500 per client per year Minimum fee: Minimum annual fee of 12,500 per client per year for most services, waivable at discretion Fee-only: Financial planning fees charged as flat fees starting at 12,500, hourly fees starting at 600, or project basis fees negotiated per complexity

Most active in

New Jersey · Texas

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Website 6562406865

Advisors at this firm

Daniel W

CFP®, Series 65

Remote

Avrio Wealth PTE LTD

Daniel Weiss is a CFP® professional with five years of industry experience. He is currently a financial planner at Avrio Wealth PTE LTD and Avrio Wealth LLC, and has prior experience at PrairieView Partners and Chen Planning. Avrio Wealth is an SEC-registered advisory firm serving high-net-worth individuals, corporations, and institutions, including cross-border clients. The firm employs a globally diversified, total-return investment approach with an emphasis on asset allocation using low-cost ETFs, equities, bonds, and alternatives.

Private / alternative investments Real estate investing Wealth management Cash flow / budgeting Executive Founder/Business Owner

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.

Private / alternative investments Real estate investing Wealth management Cash flow / budgeting Executive Founder/Business Owner

Sarah P

CFP®

Cedar Grove, NJ

Avrio Wealth PTE LTD

Sarah Pezzino is a CFP® professional with one year of industry experience, currently with Avrio Wealth LLC. Her prior roles include positions at Avrio Wealth PTE LTD and Cambly Inc. Outside of financial advising, she works seasonally as a shopper for Whole Foods Market. 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 a comprehensive planning process with written Investment Policy Statements and manages globally diversified portfolios using ETFs, equities, bonds, real estate, private equity, and alternative investments.

Private / alternative investments Real estate investing Wealth management Cash flow / budgeting Executive Founder/Business Owner

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support