Avior Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Occupation focus
Fee options
Financial planning services billed as fixed fee, maximum charge $100,000, negotiable based on services and complexity
Minimum fee: Minimum annual fee may be charged per household; specific amount not stated; may be waived or discounted
Main office
See office14301 First National Bank Parkway, Suite 410
Omaha NE 68154
Advisors at this office
44
Offices (15)
Omaha, NE
14301 First National Bank Parkway Suite 410, Omaha, NE 68154
44 advisors
Roseville, CA
3200 Douglas Blvd., Ste 305, Roseville, CA 95661
4 advisors
San Antonio, TX
9901 Ih 10 West, Suite 745 (Colonnade I Office Building), San Antonio, TX 78230
3 advisors
The Woodlands, TX
10655 Six Pines Dr., Suite 100, The Woodlands, TX 77380
3 advisors
Columbus, OH
3720 N. High Street, Columbus, OH 43214
2 advisors
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
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Advisors at this firm
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