Daniel Joseph Weiss
Investment adviser representative at Avrio Wealth LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$27.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Avrio Wealth LLCJun 2025 to now
- Avrio Wealth Pte LtdJul 2022 to now
- Prairieview PartnersSep 2019 to Jun 2022
- Chen PlanningNov 2018 to Apr 2019
- Golden Gate UniversitySep 2018 to Jan 2020
- Major EducationAug 2017 to Jul 2018
- MinzhongAug 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Avrio Wealth LLC
$27.3MAssets managed
35Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7280675
- Firm CRD
- 337579