Avrio Wealth Pte Ltd is an SEC registered investment adviser. Its latest Form ADV filing, dated April 13, 2026, reports $178M in regulatory assets under management, 8 employees, and 393 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 98.5% of total clients.
Top client categories% of clientsClients
1
HNWI
98.5%
134
2
Pension Plans
0.7%
1
3
Corporations
0.7%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$178Mas of April 13, 2026
Discretionary89.7%
$160M
90% of total RAUM89.7%
Non-discretionary10.3%
$18M
10% of total RAUM10.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$178M
Total Accounts393
10Y AUM Change+$178M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee17:1
10Y Employee Change+7 (+700.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.