Florio Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,503,676
Clients
33
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
33
TypicalAverage account size
$197,081
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
Financial planning
Portfolio management
Selection of other advisers
Expertise
Passive / index investing
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 location
Florio Wealth Management, LLC
8200 Seminole Blvd.
Seminole FL 33772, United States
Number of offices
2
Most active in
Florio Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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
© 2026 Warmer Holdings Inc. ("Warmer")