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- Custodian
- Charles Schwab & Company · Deutsche Bank · Goldman Sachs · Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-11-2025
- Office Locations
- 2
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.
Reported data analysis
What the numbers show
Between December 8, 2025 and March 25, 2026, reported AUM increased 4.7%, from $26.1M to $27.3M.
Of the latest reported AUM, 70.3% is discretionary and 29.7% is non-discretionary.
The firm reports 3 advisory representatives and 35 clients, or 11.7 clients per representative. That equates to $779.7K in reported AUM per client.
The profile lists 2 reported office locations and 1 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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The full Avrio Wealth LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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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Shaun Richard La Fleur
--
- CRD
- #8281803
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
SMA allocation detail is available
Avrio Wealth LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.