Overview
Assets Under Management: $5.1 billion
Headquarters: OMAHA, NE
High-Net-Worth Clients: 2,000
Average Client Assets: $2 million
Frequently Asked Questions
AVIOR WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148674), AVIOR WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
AVIOR WEALTH MANAGEMENT, LLC is headquartered in OMAHA, NE.
AVIOR WEALTH MANAGEMENT, LLC serves 2,000 high-net-worth clients according to their SEC filing dated April 15, 2025. View client details ↓
According to their SEC Form ADV, AVIOR WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
AVIOR WEALTH MANAGEMENT, LLC manages $5.1 billion in client assets according to their SEC filing dated April 15, 2025.
According to their SEC Form ADV, AVIOR WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 2,000
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.44
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 4,385
Discretionary Accounts: 4,308
Non-Discretionary Accounts: 77
Regulatory Filings
CRD Number: 148674
Filing ID: 1977881
Last Filing Date: 2025-04-15 12:46:00
Website: https://avior.com