CIO Wealth Management

CIO Wealth Management

CIO Wealth Management, Inc. is structured as an SEC-registered investment adviser (RIA) headquartered in the United States. Public records indicate the firm operates under the 'CIO Wealth Management' brand, offering fiduciary advisory services to families and individuals. The wealth origin of clients is not publicly disclosed, consistent with the firm's emphasis on client confidentiality. The firm's investment approach centers on asset allocation, which includes public equities, fixed income, and alternative investments such as private real estate and private credit. CIO Wealth Management likely targets moderate to conservative risk profiles, typical for family-office clients prioritizing capital preservation. Geographic footprint appears limited to domestic markets, with no disclosed international offices. Team size and total assets under management are not publicly reported. As an RIA, CIO Wealth Management files Form ADV with the SEC, but specific professional headcount and AUM figures were not available in this analysis. No additional offices or affiliated philanthropic vehicles are documented. Recent activity is not captured in public sources. A structural differentiator is the firm's multi-client model, serving multiple families from a single RIA structure, as opposed to a single-family office dedicated to one fortune. This allows operational cost sharing while maintaining tailored financial planning.