Aviator Wealth Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$10,263,641
Clients
18
Advisors
1
of 1 employees
About
Aviator Wealth Group provides investment management and financial planning services to individuals, trusts, foundations, estates, and charitable organizations, and also works with corporations and business owners. The firm offers ongoing portfolio management on both discretionary and non-discretionary bases, along with consulting services for business matters such as generational transitions, sale preparation, and exit planning.
The firm employs a top-down, macro-environmental approach to tactical asset allocation with sector rotation and a relative growth/value framework, and supplements that with fundamental, quantitative, and technical analysis. Client portfolios may include mutual funds, ETFs, individual equities and fixed income, options, and alternative or non-liquid investments, with planning integrated through an online client portal.
Noteworthy for a single-advisor independent firm, Aviator serves corporate and business clients and provides private-investment and business-consulting services that many peers of its size do not typically offer. The adviser combines portfolio management experience and advanced academic training with a small client roster and about $10.3 million in discretionary assets under management, which shapes the firm’s tailored, advisor-led model.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
up to 0.95% annually
Main office
Denver CO
Advisors at this office
1
Most active in
Colorado · Montana
Also doing business as
Aviator Wealth Group · Awg Qofb · Awg Qofb LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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