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AVIOR WEALTH MANAGEMENT, LLC

14301 First National Bank Parkway
Suite 110
Omaha, Nebraska 68154
Tel: 402-218-4064

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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 StatusApproved
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 ClientsAUM
Firm Total3166$2,422,058,927
Individuals (other than high net worth individuals)1822$372,353,324
High net worth individuals1203$1,632,869,381
Pension and profit sharing plans58$86,482,313
Charitable organizations9$18,154,828
Corporations or other businesses22$264,103,155
Inquire with AVIOR WEALTH MANAGEMENT, LLC

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