Wealth Manager
    SEC Registered
    Manages Private Funds

    Avior Wealth Management, LLC

    Registered investment advisor · Omaha, Nebraska · CRD #148674

    Assets Under Management
    $6.5B
    Client Accounts
    4,894
    Employees
    170
    CRD Number
    148674
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Avior Wealth Management, LLC

    Avior Wealth Management, LLC is a SEC-registered investment advisor based in Omaha, Nebraska. Founded in 2011 and rebranded in 2021, the firm offers holistic financial planning, investment management, and wealth management services to both retail and institutional clients across the United States. Avior emphasizes a team-based approach, guided by core values of integrity, excellence, and care. The company provides a range of services, including its proprietary Avior Navigator process for financ

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Avior Wealth Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Avior Wealth Management, LLC's AUM?

    Avior Wealth Management, LLC reports approximately $6.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Avior Wealth Management, LLC headquartered?

    Avior Wealth Management, LLC is headquartered in Omaha, Nebraska.

    What is Avior Wealth Management, LLC's CRD number?

    Avior Wealth Management, LLC's CRD number is 148674. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Avior Wealth Management, LLC manage?

    Avior Wealth Management, LLC manages approximately 4,894 client accounts according to its latest SEC filing.

    Is Avior Wealth Management, LLC SEC registered?

    Yes, Avior Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Nebraska

    Orion Portfolio Solutions, LLC
    Omaha, NE · $64.8B AUM
    Cwm, LLC
    Omaha, NE · $50.6B AUM
    Ameritas Investment Partners, Inc.
    Lincoln, NE · $29B AUM
    Ameritas Advisory Services, LLC
    Lincoln, NE · $13.7B AUM
    Bridges Investment Management Inc
    Omaha, NE · $11.3B AUM
    Mutual Advisors, LLC
    Omaha, NE · $8.5B AUM
    See all top RIA firms in Nebraska →

    Research firms like Avior Wealth Management, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial