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DW

Daniel J. Weiss

AVRIO WEALTH PTE LTD
Singapore,
Some features on this profile are disabled
CRD#: 7280675
DW

Professional summary

Daniel Joseph Weiss, CFP® is a registered financial advisor currently at AVRIO WEALTH PTE LTD and AVRIO WEALTH LLC .

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Daniel has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

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.
Dan Weiss is a Financial Planner for Avrio Wealth Pte Ltd, an Investment Advisor Dan Weiss is a Financial Planner for Avrio Wealth LLC, an Investment Advisor

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Joseph Weiss'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®
CFP®

Certified Financial Planner

Experience

Current

July 14, 2022 - Present

AVRIO WEALTH PTE LTD

RIA
CRD#: 306064
Singapore,
Current

August 11, 2025 - Present

AVRIO WEALTH LLC

RIA
CRD#: 337579
Singapore,
Past

July 25, 2020 - July 22, 2022

PRAIRIEVIEW PARTNERS, LLC

RIA
CRD#: 145743
ST. PAUL, MN

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".
AW
AVRIO WEALTH PTE LTD
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
New York
(8/11/2025)
IAR
Texas
(7/14/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/20/2020
Uniform Investment Adviser Law Examination

Current Firm

AW
AVRIO WEALTH PTE LTD
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
7

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts387
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.

Company Information

AVRIO WEALTH PTE LTD

CRD#: 306064Singapore

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