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Executive Director · Avrio Wealth PTE LTD

Daniel J. Weiss

CRD 7280675 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Avrio Wealth PTE LTD, an SEC-registered wealth manager based in Singapore, Singapore with $178 million in regulatory assets, lists Daniel J. Weiss on its Form ADV as Executive Director, a control person. The SEC filings also name Daniel at 1 other registered adviser.

Firms and roles

  • Avrio Wealth PTE LTDExecutive DirectorWealth manager · Singapore, Singapore · $178M in regulatory assets
  • Avrio Wealth LLCExecutive DirectorWealth manager · New York, NY · $27M in regulatory assets

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.