Michael D. Borchert

AVRIO WEALTH PTE LTD

Singapore,

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CRD#: 7205995

Professional summary

Michael David Borchert is a registered financial advisor currently at AVRIO WEALTH PTE LTD .

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Michael has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Mr. Borchert is licensed by the Monetary Authority of Singapore (registration number: MDB100093304). Mr. Borchert is an Advisory Committee member for Asia Wealth Platform Pte Ltd. A Singaporean Investment Related business. 175A Bencoolen Street 07-04 Burlington Square Singapore -Mr. Borchert spends approximately 3 hours a month and less than one hour during US trading hours in his role at Asia Wealth Platform Pte. Ltd. He is an educational resource for the company.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael David Borchert's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 24, 2020 - Present

AVRIO WEALTH PTE LTD

RIA

CRD#: 306064

Singapore,

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AVRIO WEALTH PTE LTD

CRD#: 306064 / SEC#: 801-117905

RIA

Registered Investment Advisory firm - (2/5/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(2/24/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/16/2018

Uniform Investment Adviser Law Examination

Current Firm

AVRIO WEALTH PTE LTD

CRD#: 306064 / SEC#: 801-117905

RIA

Registered Investment Advisory firm - (2/5/2020 Approved)

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Contact information

Main Address

20 Collyer Quay #12-08, Singapore 049319

Mailing Address

Phone number

(656) 240-6865

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AVRIO WEALTH PTE LTD FORM ADV PART 2 (9/25/2025)

Regulatory assets under management

Total Number of Accounts	387
AUM (Assets Under Management)	$ 146,914,095

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael D. Borchert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael David Borchert's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVRIO WEALTH PTE LTD

Primary Firm SEC Registration

AVRIO WEALTH PTE LTD

State Registrations and Notice Filings

Exams

Series 65

Date: 8/16/2018

Current Firm

AVRIO WEALTH PTE LTD

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AVRIO WEALTH PTE LTD

TRUST BUT VERIFY

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