Avior Wealth Management, LLC logo

Avior Wealth Management, LLC

Updated today

Client AUM

$5,592,852,200

Clients

4,775

Advisors

68

across 15 offices

About

Avior Wealth Management serves a broad mix of individual and institutional clients — including high‑net‑worth individuals, pension and retirement plans, corporations, trusts, and banks or thrift institutions — with discretionary and non‑discretionary investment management, financial planning, pension consulting, and business consulting services. The firm also provides held‑away account management for retirement plan and annuity assets and offers both modular and comprehensive financial planning engagements.

The firm’s investment approach is primarily fundamental analysis, using both long‑term and short‑term positions and a mix of direct portfolio management and separately managed account (SMA) models that utilize third‑party sub‑advisers. Avior typically implements accounts through Charles Schwab or Fidelity custodians, may negotiate SMA arrangements and prime brokerage services, and uses a third‑party platform (Pontera) to review and rebalance held‑away plan and annuity accounts.

Compared with many peers, Avior maintains related operating businesses — including an affiliated tax and accounting firm and an insurance subsidiary — and discloses referral and compensation arrangements with those affiliates and with outside “promoters,” which can affect referral economics and service delivery. The firm also notes that some financial professionals are dually registered with a broker/dealer and that it serves banking or thrift institution clients, both of which are less common among enterprise advisers of this size.

Client services

Financial planning Portfolio management Pension consulting Investment consulting

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning services billed as fixed fee, maximum charge $100,000, negotiable based on services and complexity

Other

Minimum fee: Minimum annual fee may be charged per household; specific amount not stated; may be waived or discounted

Main office

See office

14301 First National Bank Parkway, Suite 410

Omaha NE 68154

Advisors at this office

44

Most active in

Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wisconsin

Also doing business as

Agate Asset Management, LLC · Avior Wealth Management, LLC · Corpus Capital Management · Lifestage Wealth Management · Nelson Van Denburg & Associates · Nelson Van Denburg & Associates, LLC · Nelson, Van Denburg & Campbell Wealth Management Group, LLC · Sc Financial Services · Verdant Group, LLC · Verdant Wealth Management

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Nicholas B

Series 65

Omaha, NE

Avior Wealth Management, LLC

Nicholas Biever is a financial advisor at Avior Wealth Management, LLC in Omaha, NE, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Nelson Van Denburg & Campbell Wealth Management Group, LLC and Everest Group, LLC, as well as four years at Creighton University. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and both long- and short-term strategies.

Founder/Business Owner Executive
user avatar

Madelyn P

Series 65

Omaha, NE

Avior Wealth Management, LLC

Madelyn Peters is a financial advisor at Avior Wealth Management, LLC in Omaha, NE, with one year of industry experience. She holds a Series 65 designation and has previously worked in various roles at Creighton University and Ascensus Government Savings. Avior Wealth Management serves a broad mix of individual and institutional clients with discretionary and non-discretionary investment management, financial planning, pension consulting, and business consulting services. The firm employs a fundamental analysis approach and uses a combination of direct portfolio management and separately managed account models.

Founder/Business Owner Executive
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Jay N

CFP®

Omaha, NE

Avior Wealth Management, LLC

Jay Nelson is a CFP® professional with five years of industry experience, currently serving at Avior Wealth Management, LLC since 2021. Prior to that, he spent four years with Nelson Van Denburg & Campbell Wealth Management Group, LLC. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks or thrift institutions, offering investment management, financial planning, pension consulting, and business consulting services. The firm employs a fundamental analysis investment approach with a combination of direct portfolio management and separately managed accounts, and operates affiliated tax, accounting, and insurance businesses.

Founder/Business Owner Executive
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Ryan M

Series 63, Series 65

Omaha, NE

Avior Wealth Management, LLC

Ryan Mcquillan is a financial advisor at Avior Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pruco Securities, LLC and Prudential Insurance Company of America from 2013 to 2022. Outside of his advisory role, he is an owner and realtor at MO PROPERTIES, LLC, focusing on bookkeeping and analysis. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in assets and serving a diverse client base including individuals, pension plans, charitable and corporate entities, and banking institutions. The firm employs a fundamental analysis-based investment approach with both long- and short-term strategies, offering comprehensive financial planning and business consulting services.

Founder/Business Owner Executive
user avatar

Anthony C

CFP®, Series 66

Omaha, NE

Avior Wealth Management, LLC

Anthony Cerone is a CFP® with 24 years of experience in the financial services industry. He is currently with Avior Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with Nelson Van Denburg & Campbell Wealth Management Group, LLC for five years. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and both long- and short-term strategies.

Founder/Business Owner Executive
user avatar

Lee M

CFP®, Series 63, Series 65

Omaha, NE

Avior Wealth Management, LLC

Lee Martin is a CFP® professional with 38 years of industry experience. He is currently with Avior Wealth Management, LLC, having joined in 2023 after ten years at Financial Advocates Investment Management and thirteen years at LPL Financial, LLC. Outside of his advisory work, he has operated a sole proprietorship selling fixed annuities in Bellevue, WA. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individual, pension, charitable, corporate, and banking clients using a fundamental analysis-based investment process that includes both long- and short-term strategies, with services spanning discretionary management, financial planning, and business consulting.

Founder/Business Owner Executive
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Jeremy P

Series 66

Omaha, NE

Avior Wealth Management, LLC

Jeremy Palensky is a financial advisor with Avior Wealth Management, LLC in Omaha, NE, holding a Series 66 designation and 14 years of industry experience. Prior to joining Avior in 2024, he worked at First Investments and Planning and Raymond James Financial Services. Outside of finance, Palensky owns JerPal Sports Cards & Collectibles, LLC, where he buys, grades, and sells sports cards. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks or thrift institutions. The firm employs a fundamental investment approach with a combination of direct portfolio management and separately managed accounts, offering both modular and comprehensive financial planning services.

Founder/Business Owner Executive
user avatar

Cynthia B

Series 63, Series 65

Omaha, NE

Avior Wealth Management, LLC

Cynthia Bohrer is a financial advisor at Avior Wealth Management, LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Merrill and Nelson, VanDenburg & Campbell Wealth Management Group. Outside of her advisory role, she is a member of Bohrer Properties LLC, an entity she and her spouse use to title rental property. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and both long- and short-term strategies.

Founder/Business Owner Executive
user avatar

Mark P

CFP®, Series 63

Omaha, NE

Avior Wealth Management, LLC

Mark Pogreba is a CFP® professional with 35 years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC since 2021. His prior experience includes roles at Nelson Van Denburg and Campbell Wealth Management Group, Silverleaf Advisor Group, LPL Financial, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is also active as a musician and singer. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing a fundamentally driven investment approach with both long- and short-term strategies and offering a range of in-house tax and accounting services.

Founder/Business Owner Executive
user avatar

Robert F

Series 65

Houston, TX

Avior Wealth Management, LLC

Robert Frusina is a financial advisor with Avior Wealth Management, LLC in Houston, TX, holding a Series 65 credential and two years of industry experience. Prior to joining Avior, he worked at Campion Capital Research from 2017 to 2024. Avior Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks. The firm employs a fundamental analysis investment approach and offers discretionary and non-discretionary investment management, financial planning, pension consulting, and business consulting services.

Founder/Business Owner Executive
user avatar

Dylan G

CFP®, Series 63, Series 66

Columbus, OH

Avior Wealth Management, LLC

Dylan Gaver is a CFP® with 12 years of industry experience, currently serving at Avior Wealth Management, LLC since 2025. His prior experience includes roles at The Sherringon Group, Budros, Ruhlin & Roe, and PNC Financial Services. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and financial institutions. The firm employs a fundamental investment approach combining long- and short-term positions, with services that range from discretionary portfolio management to comprehensive financial planning.

Founder/Business Owner Executive
user avatar

Kent N

Series 63, Series 65

Omaha, NE

Avior Wealth Management, LLC

Kent Nelson is a financial advisor with Avior Wealth Management, LLC in Omaha, NE, holding Series 63 and Series 65 credentials and 41 years of industry experience. He worked at Nelson, Van Denburg & Campbell for 10 years before joining Avior Wealth Management in 2021. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banking institutions. The firm employs a fundamental analysis investment approach and offers a range of services, such as discretionary and non-discretionary investment management, financial planning, and business consulting.

Founder/Business Owner Executive
user avatar

David V

Series 63

The Woodlands, TX

Avior Wealth Management, LLC

David Vaughan is a financial advisor at Avior Wealth Management, LLC with 37 years of industry experience. He holds a Series 63 designation and previously worked at Woodlands Asset Management Inc. for 23 years. Vaughan is also involved as a general partner in several limited partnerships related to real estate and investment activities. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets with about 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, financial planning, and business consulting through a combination of fundamental analysis and both long-term and short-term strategies.

Founder/Business Owner Executive
user avatar

Kent K

Series 63, Series 65

Napa, CA

Avior Wealth Management, LLC

Kent Kuhlmann is a financial advisor with Avior Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked previously at CWM, LLC, Kuhlmann Associates Financial, and LPL Financial, LLC. Outside of his advisory work, he owns Capt Kuhl Charters LLC, a yacht charter business, and is involved in community activities including serving as president of a Montessori school board and as a board member for an animal rescue sanctuary. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension plans, corporations, and trusts, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm’s investment strategy focuses on fundamental analysis and combines portfolio management with third-party separately managed accounts.

Founder/Business Owner Executive
user avatar

John M

Series 65

Omaha, NE

Avior Wealth Management, LLC

John Mcmannama is a financial advisor at Avior Wealth Management, LLC with 33 years of industry experience. He holds a Series 65 designation and previously worked at Nelson, Van Denburg & Campbell Wealth Management Group LLC for six years. He is an active member of the MoneySunk Investors investment club in Nebraska. Avior Wealth Management serves a broad mix of individual and institutional clients, providing discretionary and non-discretionary investment management, financial planning, pension consulting, and business consulting services. The firm employs a fundamental analysis investment approach, combining long- and short-term positions with direct portfolio management and separately managed account models.

Founder/Business Owner Executive
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