RIA Intel›Advisers›Florida›FLORIO WEALTH MANAGEMENT, LLC

FLORIO WEALTH MANAGEMENT, LLC

Advisory

SEMINOLE, FL

Data as of Feb 13, 2026 · Source: SEC Form ADV

Rank in FL

#2,273

of 2,610 advisers by AUM

Average account

$138K

across 47 accounts

AUM per adviser

$3M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM

$7M

Discretionary %

0%

Clients

33

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$7M

Discretionary AUM$0

Non-Discretionary AUM$7M

Discretionary %0%

Total Clients33

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

33 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

AMES FINANCIAL SOLUTIONS, LLC

$7M

J.P. AUBRY WEALTH ADVISORS, LLC

ORLANDO, FL

$7M

NCT FINANCIAL SERVICES, LLC

LAKE MARY, FL

$7M

-34.8% 1Y

HENLEY ADVISORS, LLC

LAKELAND, FL

$6M

FIRST FEDERAL FINANCIAL SERVICES CORP

LAKE CITY, FL

$6M

-93.1% 1Y

N.A. SILVA & COMPANY, INC.

$6M

Get the full picture on FLORIO WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FLORIO WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans