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firm profile

Avior Wealth Management, LLC

RIA Omaha, NE CRD 148674 Last verified October 2026

Overview

Avior Wealth Management, LLC is an SEC registered investment adviser based in Omaha, NE, registered since 2008. It reports $6.5B in assets under management across 4,894 accounts, with 170 employees. It has 70 investment adviser representatives.

Reported AUM
$6.5B
Discretionary
93%
Accounts
4,894
Average account
$1.3M
Employees
170
Advisory reps
70
Registered since
2008
Jurisdictions
42

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Financial Planning
  • Individuals or Small Business
  • Other Advisory Services
  • Pension Consulting
  • Portfolio Management for Businesses or Institutional Clients
Client types
  • Banks or Thrifts
  • Charities and Non-Profits
  • Corporations/Businesses
  • High Net Worth Individuals
  • Individuals
  • Pension/Profit Sharing Plan
Fee structure
Fixed Fees and Percentage of Assets

Executive officers 3 of 5

2 more executive officers, with direct contact details

Advisory reps 3 of 70

67 more advisory reps, with emails, phones and branch locations

Location

Headquarters
14301 First National Bank Pkwy Ste 410
Omaha, NE 68154
County
Douglas
Metro area
Omaha-Council Bluffs, NE-IA
Region
Midwest

Registrations

Every state, with registration dates

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