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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2019
- Office Locations
- 3
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.
Team overview
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Accredited Investors
Asset Classes
Custodian
Investment Themes
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Platform
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Technology
Owner & Executives
Michael David Borchert
Director, EXECUTIVE DIRECTOR
- CRD
- #7205995
- Ownership
- Less than 5%
ANN MARIE REGAL
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #4042482
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Michael Edward Humphreys
Managing Director
- CRD
- #7949995
Sarah Pezzino
Paraplanner
- CRD
- #7657566
Showing 2 of 5 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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