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Avior Wealth Management, LLC

● SEC registered since 2008CRD 148674SEC# 801-69773Omaha, NE
Export (members)
Reg. AUM
$5.08B
Employees
201
Accounts
4,385
Location
Omaha, NE

Avior Wealth Management, LLC assets under management

Avior Wealth Management, LLC operates as an SEC-registered investment adviser based in Omaha, NE. The firm has been registered since 2008. It reports $5.1 billion in regulatory assets under management and employs 201 people.

Avior Wealth Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Avior Group, LLC ControlOwnerOver 75%2024
Brandon Matthew Kanoy ControlCfoUnder 5%2023
Britt Edward Campbell ControlCeoUnder 5%2023
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Frequently asked questions

How much does Avior Wealth Management, LLC manage?

Avior Wealth Management, LLC reports $5.1 billion in regulatory assets under management on its Form ADV.

How many employees does Avior Wealth Management, LLC have?

Avior Wealth Management, LLC reports 201 employees.

Where is Avior Wealth Management, LLC located?

Avior Wealth Management, LLC is based in Omaha, NE and has been SEC-registered since 2008.

Does Avior Wealth Management, LLC disclose fund performance?

Avior Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14301 First National Bank Parkway, Suite 410, Omaha, NE 68154
Phone402-218-4064
Fax402-403-1436
Office hours8a.m. To 4:30p.m.
SEC regionDenver Regional Office (DRO)
CIK1599868
Discloses disciplinary historyNo

Assets under management

Discretionary$4.74B
Non-discretionary$340M
Total (RAUM)$5.08B