AVIOR WEALTH MANAGEMENT, LLC

14301 First National Bank Parkway
Suite 410
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 16 offices throughout the country.

AVIOR WEALTH MANAGEMENT, LLC is a Omaha, Nebraska based Financial Planning firm with nearly $5,083,670,234 assets under management, offering retirement planning & investment advisory services to 4385 clients. The firm is staffed with 201 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148674
SEC#	801-69773
Assets Managed by Firm	$5,083,670,234
No. of Clients	4385
No. of Advisors	201

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (INVESTMENT CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	4385	$5,083,670,234
Individuals (other than high net worth individuals)	2277	$538,171,852
High net worth individuals	2000	$3,784,440,681
Pension and profit sharing plans	64	$337,590,682
Charitable organizations	10	$35,019,622
Corporations or other businesses	31	$326,357,363

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