AVRIO WEALTH LLC
CRD #337579 SEC #801-134128 NEW YORK, NY (646) 825-3957
SEC Registered
Total AUM
$26.1M
Discretionary
$19.2M
Employees
3
Clients
0
Accounts
65
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| REGAL, ANN MARIE | I | MEMBER/CCO | NA | Control |
| REGAL, ANN MARIE | I | MEMBER/CCO | NA | Control |
| REGAL, ANN MARIE | I | MEMBER/CCO | NA | Control |
| REGAL, ANN MARIE | I | MEMBER/CCO | NA | Control |
| REGAL, ANN MARIE | I | MEMBER/CCO | NA | Control |
| REGAL, ANN MARIE | I | MEMBER/CCO | NA | Control |
| Weiss, Daniel, Joseph | I | EXECUTIVE DIRECTOR | NA | Control |
| Weiss, Daniel, Joseph | I | EXECUTIVE DIRECTOR | NA | Control |
| Weiss, Daniel, Joseph | I | EXECUTIVE DIRECTOR | NA | Control |
| Weiss, Daniel, Joseph | I | EXECUTIVE DIRECTOR | NA | Control |
| Weiss, Daniel, Joseph | I | EXECUTIVE DIRECTOR | NA | Control |
| Weiss, Daniel, Joseph | I | EXECUTIVE DIRECTOR | NA | Control |
| AVRIO HOLDINGS LLC (DELAWARE) | DE | OWNER | E | Control |
| AVRIO HOLDINGS LLC (DELAWARE) | DE | OWNER | E | Control |
| AVRIO HOLDINGS LLC (DELAWARE) | DE | OWNER | E | Control |
| AVRIO HOLDINGS LLC (DELAWARE) | DE | OWNER | E | Control |
| AVRIO HOLDINGS LLC (DELAWARE) | DE | OWNER | E | Control |
| AVRIO HOLDINGS LLC (DELAWARE) | DE | OWNER | E | Control |
Registrations
Federal
IA
Dec 8, 2025 REGISTERED
Notice Filings (3)
NJ NY TX
Address
745 5TH AVE,#500
NEW YORK, NY 10151
United States
Phone: (646) 825-3957