Avrio Wealth PTE Ltd

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Assets, Funds, Holdings

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Avrio Wealth PTE Ltd
CRD #306064
SEC #801-117905
CIK #
AUM $146.9 M (2025-07-09)
Employees 7 (71% Investors, 0% Brokers)
Phone656-240-6865
Address20 Collyer Quay
Singapore, Singapore
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
15012090603002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 133 146.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 0.0
(n) Other 0 0.0
Total 387 146.9
By Discretionary
Discretionary 284 123.7
Non-Discretionary 103 23.2
Total 387 146.9
By Non-United States Persons
Non-United States Persons 56.7
United States Persons 90.2
Total 387 146.9
Comparable Firms State AUM ($B)
GTS Financial LLC
MN 0.1
Voyage Wealth Management LLC
0.1
TLC Group Investment Advisors LLC
PA 0.1
Collar Capital Management LLC
WI 0.1
Murray Investment Management LLC
TX 0.1
Read & Powell Financial Services LLC
NV 0.1
Private Wealth Management of North Carolina LLC
NC 0.1
Zinnia Wealth Advisory LLC
FL 0.1
Investment Insight Wealth Management LLC
0.1
Korving & Company LLC
VA 0.1
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