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Home > Retirement Planners > nebraska > omaha > AVIOR WEALTH MANAGEMENT, LLC
AVIOR WEALTH MANAGEMENT, LLC
14301 First National Bank Parkway
Suite 110
Omaha, Nebraska 68154
Tel: 402-218-4064
About AVIOR WEALTH MANAGEMENT, LLC
AVIOR WEALTH MANAGEMENT, LLC, formally registered with the SEC as AVIOR WEALTH MANAGEMENT, LLC. The firm was established in 12/04/2008. They have over 11 offices throughout the country.
AVIOR WEALTH MANAGEMENT, LLC is a Omaha, Nebraska based Financial Planning firm with nearly $2,422,058,927 assets under management, offering retirement planning & investment advisory services to 3166 clients. The firm is staffed with 122 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 148674 |
| SEC# | 801-69773 |
| Assets Managed by Firm | $2,422,058,927 |
| No. of Clients | 3166 |
| No. of Advisors | 122 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3166 | $2,422,058,927 |
| Individuals (other than high net worth individuals) | 1822 | $372,353,324 |
| High net worth individuals | 1203 | $1,632,869,381 |
| Pension and profit sharing plans | 58 | $86,482,313 |
| Charitable organizations | 9 | $18,154,828 |
| Corporations or other businesses | 22 | $264,103,155 |
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