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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-11-2025
- Office Locations
- 3
Office Locations
About Avrio Wealth LLC
Avrio Wealth provides goals-based, cross-border wealth planning and investment management for global families—especially US taxpayers, Singapore residents, and British/Australian expatriates. Services include cross-border planning, wealth transfer, and immigration/expatriation guidance. The firm emphasizes “by Americans, for Americans” cross-border wealth management and supports active, allocation-driven portfolios using vehicles such as ETFs and fixed income, with custody at Charles Schwab.
Team overview
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Accredited Investors
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Custodian
Investment Themes
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Platform
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Owner & Executives
ANN MARIE REGAL
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #4042482
- Ownership
- Less than 5%
Daniel Joseph Weiss
Certified Financial Planner, EXECUTIVE DIRECTOR
- CRD
- #7280675
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Sarah Pezzino
Paraplanner
- CRD
- #7657566
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,194,151 | $408,386 |
| Non-Discretionary | $8,094,451 | $231,270 |
| Total | $27,288,602 | $332,788 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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