Avrio Wealth Pte Ltd
- Regulatory AUM
- $178M
- Discretionary
- $160M
- Clients
- 136
- Avg AUM / client
- $1.3M
- Accounts
- 393
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Apr 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 134 | $178M | 99.7% |
| Pension and profit sharing plans | 1 | $612K | 0.34% |
| Corporations and other businesses | 1 | $11.3K | 0.01% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ann Marie Regal | Ceo/Cco | CFP | Jun 2018 (8y) | ≈ 37.5% – 75% via Avrio Wealth Limited |
| Borchert, Michael, David | Executive Director | Nov 2019 (7y) | Less than 5% | |
| Talbot, Andrew, James | Executive Director | Nov 2019 (7y) | Less than 5% | |
| Daniel Joseph Weiss | Registered representative | CFP | Jul 2022 (4y) | |
| Michael Edward Humphreys | Registered representative | CFA | Jul 2024 (2y) | |
| Sarah Pezzino | Registered representative | CFP | Nov 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Avrio Wealth Limited | Managing Member | Aug 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ann Marie Regal: 50% – 75% of Avrio Wealth Limited × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/13/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • INSURANCE PREMIMUMS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Interactive Brokers $114M (64% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 13, 2026.
View current Form ADV (SEC/IAPD) ↗