# Florio Wealth Management

Florio Wealth Management is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** floriowealth.com

## Regulatory record

- **CRD number:** 311831
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311831

## About

Florio Wealth Management, LLC is owned and operated by its president, James (Jim) Florio. The firm provides wealth management, retirement planning, educational planning, asset management, financial planning, and financial education. Its advisors work as fiduciaries bound to prioritize clients' financial well-being, with a transparent compensation structure.

## People

- James (Jim) Florio — President; Fiduciary Investment Advisor Representative
- James (Jim) Florio — Fiduciary Investment Advisor Representative
- Michael W. Bain — Jr., CPA, CFP, CIMA; Funds Manager for FWM, LLC

## Questions

### Does Florio Wealth Management participate in fund commitments or only direct deals?

The firm's investment approach is unknown. Without public disclosures, it is impossible to determine whether it allocates through fund commitments, pursues direct investments, or employs a blended strategy.

### What is Florio Wealth Management's known posture on co-investments alongside external GPs?

There is no public record of Florio Wealth Management participating in co-investments alongside external general partners. Its activity level in club deals or syndicates remains undisclosed.

## Related profiles

- [Flint Advisory](https://altss.com/profile/flint-advisory-llc)
- [Flowco Holdings](https://altss.com/profile/flowco-holdings-inc)

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Last updated: 2026-08-11T15:06:49.768Z

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