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- Custodian
- Deutsche Bank · Goldman Sachs · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-05-2020
- Office Locations
- 1
Office Locations
About Avrio Wealth PTE LTD
Avrio Wealth Pte Ltd is a Singapore-based wealth manager providing goals-based financial planning and investment management for expatriates and Singapore residents, with dedicated cross-border advice for Americans abroad (U.S. taxpayers). Portfolios are implemented primarily with ETFs and supported on Interactive Brokers, fitting global, multi-jurisdiction client needs.
Reported data analysis
What the numbers show
Between September 25, 2025 and April 13, 2026, reported AUM increased 21.3%, from $146.9M to $178.3M.
Across 5 reported observations, AUM increased 50.4% between November 25, 2022 and April 13, 2026, from $118.6M to $178.3M.
Of the latest reported AUM, 89.7% is discretionary and 10.3% is non-discretionary.
The firm reports 2 advisory representatives and 143 clients, or 71.5 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on April 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
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- Technology
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The full Avrio Wealth PTE LTD 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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Michael Edward Humphreys
Managing Director
- CRD
- #7949995
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $159,972,604 | $448,103 |
| Non-Discretionary | $18,286,121 | $507,948 |
| Total | $178,258,725 | $453,585 |
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Separately Managed Accounts
SMA allocation detail is available
Avrio Wealth PTE LTD has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.